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Digital Marketing Analyst
Ameriprise Financial Services, LLCAssist a team of financial advisors at Ameriprise in servicing clients and managing workflows. Responsibilities include client meetings, marketing events, and social media management.
About the role
Key responsibilities & impact- Assist APWG advisors and CSAs in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor
- Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers
- Prepare for and coordinate marketing events which includes creating marketing compliance documentation
- Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts
- Assist advisors in increasing their social media presence (Facebook & LinkedIn) with relevant and timely updates
- Help clients in enrolling/ servicing on various Ameriprise tools
- Mentor and support new team members to facilitate a smooth onboarding experience and accelerate their professional development.
Requirements
What you’ll need- Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities, State IAR, State Insurance)
- Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)
- Good communication skills
- Basic understanding of MS power point, MS Excel and MS Word
- Must have an eye to detail with high accuracy levels
- Ability to meet strict timelines per the agreed SLAs for advisor practices
- Exposure to financial products like mutual funds, insurance, retirement plans, financial planning, etc. would be an added advantage
- Experience of interacting with advisors or U.S business partners will be preferred
Benefits
Comp & perks- Fostering an inclusive and accessible recruitment process for individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
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Hard Skills & Tools
Financial ProductsInvestment ResearchNew Account OpeningDocument PreparationExpense Management
Soft Skills
Good Communication SkillsAttention to DetailTime Management
Certifications
SERIES 7State Securities LicenseState IAR LicenseState Insurance License