Ameriprise Financial
Experienced Client Support Associate - Minneapolis
Ameriprise Financial - Minneapolis, Minnesota, United States, 55401
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Overview
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Overview
Experienced Client Support Associate
The Experienced Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience throughout their region. This includes supporting peers and all regional teams by engaging clients in additional business (service to sales), transacting business, point work and first call resolution to inbound calls from clients. This is done by leveraging appropriate tools and following AAC standard work. Key Responsibilities
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met. Assist in providing regional support on point work and peer to peer coaching to regional CSAs on all point work. Liaison between Product Specialists and Client Relationship Managers to come up with recommendations. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date. Required Qualifications
High school or GED. 1+years of relevant experience. Current FINRA Series 7. State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days). Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date. Previous experience delivering outstanding client service. Detail oriented, strong math and analytical skills. Good organization and time management skills. Ability to manage multiple priorities and prioritize effectively. Process oriented and ability to work in a team environment. Knowledge of financial services products/services. Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand. Preferred Qualifications
Bachelor's degree or equivalent. CFP, CRPC. Previous sales experience or exposure preferred. 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, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. The estimated base salary for this role is $55,000 - $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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. Full time Non-Exempt Sales AFG Ameriprise Franchise Group
The Experienced Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience throughout their region. This includes supporting peers and all regional teams by engaging clients in additional business (service to sales), transacting business, point work and first call resolution to inbound calls from clients. This is done by leveraging appropriate tools and following AAC standard work. Key Responsibilities
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met. Assist in providing regional support on point work and peer to peer coaching to regional CSAs on all point work. Liaison between Product Specialists and Client Relationship Managers to come up with recommendations. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date. Required Qualifications
High school or GED. 1+years of relevant experience. Current FINRA Series 7. State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days). Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date. Previous experience delivering outstanding client service. Detail oriented, strong math and analytical skills. Good organization and time management skills. Ability to manage multiple priorities and prioritize effectively. Process oriented and ability to work in a team environment. Knowledge of financial services products/services. Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand. Preferred Qualifications
Bachelor's degree or equivalent. CFP, CRPC. Previous sales experience or exposure preferred. 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, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. The estimated base salary for this role is $55,000 - $70,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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. Full time Non-Exempt Sales AFG Ameriprise Franchise Group