Client Service Associate/Manager

Sorry, this job was removed at 3:31 p.m. (CST) on Wednesday, August 24, 2022
Find out who's hiring in San Diego, CA.
See all Customer Success jobs in San Diego, CA
Apply
By clicking Apply Now you agree to share your profile information with the hiring company.

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisor in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

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.

Responsibilities

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.

Business Management: 50%

  • Work with home office to ensure accurate account setup and resolve issues
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Maintain files and records in accordance with the records retention policy
  • Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
  • Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice


Client Care: 50%

  • Set up and maintain client management system
  • Call clients or prospects to set up meetings or appointments
  • Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
  • Attend and participate in client meetings if necessary
  • Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
  • Coordinate client appreciation events and seminars
  • Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Key Traits of a Successful Client Service Associate/Manager

  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
  • Ability to support and provide guidance for compliance within the advisor's practice
  • Positive attitude and sincere willingness to constantly learn and grow



Required Qualifications

  • College degree or higher
  • 2+ years of similar experience
  • Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, and Series 66, or State life, accident and health insurance licenses
More Information on Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC operates in the Fintech industry. The company is located in Minneapolis, MN. Ameriprise Financial Services, LLC was founded in 1894. It has 16649 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all 22 open jobs at Ameriprise Financial Services, LLC, click here.
Read Full Job Description
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.

Similar Jobs

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about Ameriprise Financial Services, LLCFind similar jobs