Mike Bergstrom
Ameriprise Financial
- Role
- Client Service Manager at Ameriprise Financial Services, LLC
- Location
- Tallahassee, FL, US
- LinkedIn followers
- 500 followers
About Mike Bergstrom
I\'m extremely hard working, goal oriented, overly OCD at times and very dependable. I\'ve…
Experience
Client Service Manager
Ameriprise Financial Services, LLC
Jan 2015 — Present
Handles all client services, including account balance inquiries, responding to account benefit and feature questions, beneficiary changes, and relaying investment-related information between the advisor and the client. · Prepare all documentation prior to our client service meetings, ensuring that client reviews are prepared and that the Agendas are saved electronically. · Process all information and paperwork for potential and new clients. · Handle trades when requested by advisor or clients. · Manage inventory of supplies and other important materials in office. · Inspired office to utilize a more paperless approach to doing business. · Leading the transition into a new digital age with multi electronic platforms. This will ensure a better quality experience with our clients as the main focus.
Skills
- Microsoft Office
- Sales
- Web Design
- Leadership
- Employee Training
- Youth Mentoring
- Management
- Customer Service
- Public Speaking
- Marketing
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Training
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