Ameriprise Financial Services, LLC

Client Support Associate

Ameriprise Financial Services, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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About the role

  • 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.
  • 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.

Requirements

  • 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.
Benefits
  • Health insurance
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningclient servicesales presentationscompliance documentationaccount setupclerical transactionsanalytical skillsmath skillstime managementprocess orientation
Soft Skills
detail orientedorganizational skillsability to manage multiple prioritiesteamworkprofessional demeanorcommunication skillsclient interactionproblem-solvingadaptabilityinterpersonal skills
Certifications
FINRA Series 7State securities (S63 or S66)State IAR (S65 or S66)Minnesota Life Insurance licenseAccident/Health Insurance licenseVariable Contracts license