Ameriprise Financial Services, LLC
Client Services Associate
Ameriprise Financial Services, LLC, Manhattan, Kansas, United States, 66506
Overview
Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor in managing office workflow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answer client questions, coordinate/tracking projects and perform other practice management tasks such as organizing client seminars. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position functions
Business management — Work with home office to ensure accurate account setup and resolve issues Business management — Answer questions and provide readily available information to clients Business management — Maintain files and records Business management — Provide insight on effective use of key tools (website, social media, email, etc.) Client Care — Set up and maintain client management system Client Care — Write letters to clients and administer client appreciation events and seminars Client Care — Attend and participate in client meetings as necessary Client Care — Conduct transaction requests as directed Client Care — Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor Key traits of a successful Client Service Associate
Effective communication with clients, advisors and staff Strong computer and phone skills Efficient time management, attention to detail, organization, and multi-tasking skills Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial Ability to support and provide guidance for compliance Positive attitude and sincere willingness to continually learn and grow Education and other designations
College degree or higher 2+ years of related experience Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial. Seniority level
Entry level Employment type
Full-time
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Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor in managing office workflow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answer client questions, coordinate/tracking projects and perform other practice management tasks such as organizing client seminars. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position functions
Business management — Work with home office to ensure accurate account setup and resolve issues Business management — Answer questions and provide readily available information to clients Business management — Maintain files and records Business management — Provide insight on effective use of key tools (website, social media, email, etc.) Client Care — Set up and maintain client management system Client Care — Write letters to clients and administer client appreciation events and seminars Client Care — Attend and participate in client meetings as necessary Client Care — Conduct transaction requests as directed Client Care — Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor Key traits of a successful Client Service Associate
Effective communication with clients, advisors and staff Strong computer and phone skills Efficient time management, attention to detail, organization, and multi-tasking skills Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial Ability to support and provide guidance for compliance Positive attitude and sincere willingness to continually learn and grow Education and other designations
College degree or higher 2+ years of related experience Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial. Seniority level
Entry level Employment type
Full-time
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