Client Service Manager Internship at Ameriprise Financial Services

Client Service Manager Internship

About Us

We are a Private Wealth Advisory practice of Ameriprise Financial Services, LLC. For over 30 years we have helped people make smart financial decisions and achieve their long-term goals through our unique, personalized approach to financial planning.

Our office is located in Dupont Circle in downtown Washington, DC. Our team consists of:

Three advisors (one with over thirty years of experience, one with over twenty years, and another with nearly 10 years of experience – a Virginia Tech CFP graduate).
Two full-time staff

Our team cares deeply about each other and our clients. We invest in our people and strive for a positive and fun work culture.

We look to hire a current Junior or Senior college student in a paid internship role. Specifically, we seek a person who participates in the CFP Program at their current university and wants to pursue a career in financial planning. Ideally, a successful internship will lead to a full-time role with opportunities to grow your career in our practice long-term.

This position will support the three financial advisors by attending as many client meetings as their schedule allows. The intern will become familiar with the relationship side of our business. As the client service manager, you will be responsible for taking notes and assigning and completing action items from our meetings. We believe that this experience will help the individual learn the business and help them pursue a career as an advisor.

Below are details of this position, and please note that these functions can change over time:

Position functions

Attend client meetings and take detailed notes.
Organize meeting prep materials (as needed).
Learn the financial planning software to potentially present during our meetings.
Record all correspondence to our CRM system and clearly communicate all follow-up items with team members.
Set up and maintain client management system to include working with Home Office to ensure accurate client account setup and resolve issues.
Answer questions and provide readily available information to clients, if requested as allowable, as it relates to servicing their accounts.
Perform allowable duties as assigned by the advisory team.
Any other tasks or assignments to assist in achieving the company vision and mission.

Desired Skills & Experience

Currently enrolled in a financial planning track or financial planning courses with a strong desire to join the field after graduating
Outgoing and extroverted – gets energy from meeting with people
Superior attention to detail and organization
Strong follow-up
Excellent interpersonal skills
Effective time management skills
Ability to research independently
Polite manners
Positive attitude and sincere willingness to constantly learn and grow
Strong verbal and written communication