Position Overview Firma Financial Planning is seeking a professional, detail-oriented, and highly organized Client Relationship Specialist to join our esteemed financial advisory firm. This front-desk role is pivotal in ensuring seamless daily operations and delivering an exceptional client experience. The ideal candidate will exhibit outstanding interpersonal skills, efficiency, and a proactive approach, maintaining the highest standards of discretion and professionalism in a dynamic, fast-paced environment.

Key Responsibilities

Greet clients and visitors with warmth, professionalism, and discretion, creating a welcoming

office environment.

Manage and coordinate multiple calendars for financial advisors and staff, scheduling and confirming

client meetings and internal appointments with precision.

Handle multi-line phone systems, monitor voicemails, and relay detailed messages promptly and

accurately.

Assist clients in utilizing online tools and virtual meeting platforms to enhance their experience.

Sort, distribute, and process incoming and outgoing mail daily with efficiency and accuracy.

Maintain organized digital and physical filing systems for client and firm records.

Prepare client statements, reports, and other essential documentation for advisor meetings.

Execute follow-up tasks from advisor-client meetings to ensure timely completion of action items.

Process client distribution requests in adherence to firm procedures and regulatory standards.

Proactively contact clients to collect outstanding paperwork and required documentation.

Maintain a clean, professional, and organized office by wiping down surfaces, restocking supplies,

and performing light cleaning as needed.

Monitor and replenish office and kitchen supplies to ensure operational readiness.

Perform additional duties as assigned by financial advisors, in line with firm policies.

Qualifications

Prior experience in a receptionist, administrative assistant, or office coordinator role; experience

in financial services is preferred.

Exceptional verbal and written communication skills, with a professional and polished demeanor.

Superior organizational skills and meticulous attention to detail.

Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and familiarity with Salesforce or

similar CRM platforms.

Ability to prioritize and manage multiple tasks effectively in a fast-paced, professional environment.

Uncompromising integrity and confidentiality when handling sensitive client information.

Preferred Skills

Experience with scheduling software and advanced calendar management tools.

Comfort operating in a regulated, compliance-driven industry.

Demonstrated interest in pursuing a long-term career in financial services.

Why Join Us? This role offers a unique opportunity to grow within a dynamic financial advisory firm, gaining hands-on experience and exposure to the financial services industry. At Firma Financial Planning, we value professionalism, dedication, and a client-centric approach, and we are committed to supporting the professional development of our team members.

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Am

Professional Diversity Network

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