Job Overview
Employment Type
Hourly
Compensation
Type:
Hourly
Rate:
Range $24.00 - $27.00
Work Schedule
Standard Hours
Benefits
401k with a match
Paid Time Off
Paid holidays
Health Insurance
short-term disability
long-term disability
Job Description
Morgan Wealth Advisory Group is a distinguished private wealth advisory practice based in Elliott City, Maryland. As a part of Ameriprise Financial, one of the nation’s leading financial services firms, Morgan Wealth Advisory Group offers personalized financial planning and investment advice to a diverse client base. The group prides itself on delivering comprehensive wealth management solutions tailored to meet the unique financial goals and needs of each client. Leveraging Ameriprise’s robust infrastructure and resources, Morgan Wealth Advisory Group supports its advisors with state-of-the-art tools, extensive research, and compliance oversight, enabling them to focus on building long-term client relationships rooted in... Show More
Job Requirements
- 3-5 years of experience in client service, hospitality, marketing, or admin roles
- excellent written and verbal communication skills
- highly organized and detail-oriented
- tech-savvy with Microsoft Office and CRM tools
- a high degree of professionalism, integrity, and discretion
Job Qualifications
- 3-5 years of experience in client service, hospitality, marketing, or admin roles (financial services experience a plus)
- excellent written and verbal communication skills
- highly organized and detail-oriented, with strong interpersonal skills
- tech-savvy, especially with Microsoft Office and CRM tools (Salesforce preferred)
- a high degree of professionalism, integrity, and discretion
Job Duties
- be the main point of contact for client inquiries and scheduling
- assist with onboarding new clients and support their use of the Ameriprise Secure Site and app
- coordinate our client WOW program, gifting, milestones, and appreciation events
- manage the client service model and track key touchpoints and referrals
- maintain our Salesforce CRM and ensure timely follow-up and communication
- help design and maintain branded materials and presentation templates
- develop and manage client referral pipelines, including CPA/attorney/prospect lists
- draft communications and email campaigns for client segments
- assist with planning and executing engaging client events and marketing strategies
- manage compliance tracking and internal workflows
- look for opportunities to improve processes and boost team efficiency
- support the operations manager and advisors with key administrative tasks
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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