Client Service Associate
Company: Ameriprise Financial, Inc.
Location: Mitchell
Posted on: June 25, 2022
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Job Description:
Do you have experience in the financial services industry and
want to advance your career with an industry-leading firm? Our
office is growing and we are looking for a Client Service Associate
to join our operations team The Client Service Associate (CSA) is
an integral part of advisor and branch support; responsible for
utilizing the client relationship model and turnkey tools.
Activities may include, but are not limited to: servicing clients
by capturing & analyzing client data, helping prepare financial
plans, working with clients to process transactions & trades &
other practice management tasks as needed. In addition to
supporting advisors, you'll be a part of our operations team to
provide the branch with general administrative and reception
support as needed. At Ameriprise Financial, we take pride in
providing our clients with a personalized experience every step of
the way; if you prosper in an environment where you can help others
and if you enjoy creating a positive impact on client's overall
experience, we invite you to take your career to the next level by
applying to join our team today Looking to advance your career
further through licensing? We are dedicated to your career
development through training, mentoring and licensing support -
it's all about helping you effectively develop to reach your full
potential Responsibilities Assist advisor in servicing clients
including preparing financial plans, conducting investment research
and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming
meetings, enter data into contact manager, create the agendas and
summaries of meetings, escort clients to advisor and provide
essential follow-up. Prepare and ensure new business paperwork is
submitted in good order which includes preparing forms, obtain
appropriate signatures, prepare documentation to send to home
office, track new insurance applications and coordinate rollovers.
Prepare for and coordinate marketing events which includes creating
marketing compliance documentation and managing event marketing
reimbursement. Provide general administrative duties such as
answering the advisor's phone, process expense management reports,
prepare routine client correspondence, support for closes, set up
of client files, copy and new business correspondence and alerts.
Required Qualifications Associate (2-year) degree or equivalent 3-5
years Relevant Experience Required Experience working in a client
service environment. Detail orientated, strong math, and analytical
skills. Good organization and time management skills. Able to
manage multiple priorities and prioritizes effectively. Able to
independently work with minimal supervision. Able to communicate
with all levels within the organization. Process oriented and can
work with a team. Strong computer and software skills. Preferred
Qualifications Bachelors degree or equivalent About Our Company 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. Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color,
religion, sex, national origin, genetic information, age, sexual
orientation, citizenship, gender identity, disability, veteran
status, marital status, family status or any other basis prohibited
by law.
Keywords: Ameriprise Financial, Inc., Bloomington , Client Service Associate, Other , Mitchell, Indiana
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