Ameriprise Financial Services, LLC
Registered Client Service Associate
Ameriprise Financial Services, LLC, Houston, Texas, United States, 77246
Registered Client Service Associate
Ameriprise Financial Services, LLC is a leading firm in financial planning. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. Key Responsibilities
Assist advisor(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications
Bachelor’s degree or equivalent. 3 - 5 Years Relevant Experience. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct 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
State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, Ameriprise Financial advises, manages and protects assets and income of more than 3.5 million individual, small business and institutional clients. 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.
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Ameriprise Financial Services, LLC is a leading firm in financial planning. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. Key Responsibilities
Assist advisor(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications
Bachelor’s degree or equivalent. 3 - 5 Years Relevant Experience. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct 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
State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, Ameriprise Financial advises, manages and protects assets and income of more than 3.5 million individual, small business and institutional clients. 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.
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