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Client Service Associate
Ameriprise Financial Services, LLCClient Service Associate responsible for assisting financial advisors in servicing clients and preparing financial plans. Providing administrative support and coordination for client meetings and marketing events.
About the role
Key responsibilities & impact- Assist advisor 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
- Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Requirements
What you’ll need- Associate (2-year) degree or equivalent
- 3-5 years Relevant Experience
- Detail orientated, strong math, and analytical skills
- Good organization and time management skills
- Able to manage multiple priorities and prioritizes effectively
- Able to independently work with minimal supervision
- Able to communicate with all levels within the organization
- Process oriented and can work with a team
- Strong computer and software skills
Benefits
Comp & perks- Professional development opportunities
- Training, mentoring, and licensing support
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment researchdata entrydocumentation preparationinsurance applicationsevent marketingexpense managementclient correspondenceadministrative dutiesmath skills
Soft Skills
detail orientedanalytical skillsorganization skillstime managementprioritizationindependent workcommunication skillsteamworkprocess oriented
Certifications
Associate degree