Client Service Associate

About the role

Ameriprise Financial is a diversified financial services leader with over $1.5 trillion in assets under management, serving more than 3.5 million individual, small business, and institutional clients globally. Our team of 22,000 people across 19 countries supports advisors and branches with a focus on client-centric solutions.

Responsibilities

• Assist advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions as directed.
• Prepare and summarize client meetings by scheduling and confirming appointments, entering data into contact managers, creating meeting agendas and summaries, escorting clients to advisors, and following up as necessary.
• Prepare and ensure new business paperwork is submitted accurately, including form preparation, signature collection, documentation preparation, and coordinating insurance application processes.
• Coordinate marketing events by creating compliance documentation and managing reimbursement for event marketing expenses.
• Provide general administrative support, including answering phones, processing expense reports, preparing routine client correspondence, setting up client files, copying documents, and handling new business alerts.

Requirements

• Associate (2-year) degree or equivalent
• 3-5 years relevant experience
• Experience working in a client service environment
• Strong math, analytical, and organizational skills
• Ability to manage multiple priorities and prioritize tasks effectively
• Good communication skills, able to work with all levels within the organization
• Process-oriented and capable of working collaboratively with a team
• Strong computer and software skills

Qualifications

• Bachelor's degree or equivalent preferred
• Full-time position
• Exempt status

Benefits

We offer a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and more. We also provide opportunities for professional growth and advancement through training, mentoring, and licensing support.

Pay

The compensation for this position is competitive and commensurate with experience.

Schedule

This is a full-time position with flexible hours to accommodate the needs of both the employee and the company.

Skills

Strong interpersonal and communication skills, attention to detail, and proficiency in Microsoft Office are required.

Benefits

We offer a range of benefits including health insurance, retirement plans, paid time off, and more. We also provide opportunities for professional growth and advancement through training, mentoring, and licensing support.

Equal Opportunity Employer

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status, or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.