Customer Service Specialist

Company Description

Alcumus Financial Group is loocated in Annapolis Maryland. We have client across the county. We offer a Hybrid work environment. Investment and advisory services are offered through Ameriprise Financial Services, LLC, a registered investment adviser.

Client Service & Relationship Support

• Serve as secondary client contact for ongoing administrative needs
• Manage follow‐up tasks and data gathering
• Update CRM and planning tools
• Assist with onboarding new clients
• Maintain client experience standards

Compliance & Documentation

• Ensure files meet compliance standards
• Document planning notes and recommendations
• Track signatures and regulatory requirements
• Maintain accurate CRM documentation

Operational Support

• Submit account paperwork and transfers
• Track ACATs, contributions, and distributions
• Coordinate with operations team
• Maintain organized digital files

Advisor Support

• Help manage advisor workflows and meeting schedules
• Assist with annual planning cycles and service meeting agendas

Qualifications

• Strong skills in Financial Planning and Investments
• Experience in Report Writing and attention to detail
• Excellent organizational and time management abilities
• Impeccable client service standards
• Bachelor's degree
• 5 years minimum of direct client service experience
• Emotional intelligence and Emotional competency