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Reg Client Service Associate
Ameriprise Financial Services, LLCRegistered Client Service Associate at Ameriprise Financial providing dedicated support to financial advisors and clients. Helps prepare financial plans, manage interactions, and conduct investment research.
About the role
Key responsibilities & impact- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital 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 applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors phone, processing 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- Bachelors degree or equivalent
- 3 - 5 years Relevant Experience Required
- Series 7 or ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
- Experience working in a client service environment.
- Detail oriented, 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- Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
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 EntryDocument PreparationExpense ManagementClient CorrespondenceMarketing ComplianceNew Business PaperworkInsurance Applications TrackingEvent Coordination
Soft Skills
Good OrganizationTime ManagementEffective CommunicationAbility to Work IndependentlyProcess Oriented
Certifications
Bachelor's DegreeSeries 7State Securities Agent RegistrationState IAR RegistrationLife, Accident, and Health Licenses