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Client Service Associate
Ameriprise Financial Services, LLCRegistered Client Service Associate at Ameriprise Financial providing support to financial advisors. Assisting in client servicing, preparing financial plans, and conducting investments research.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client servicing, financial planning, and investment research, with strong organizational and analytical skills. Proficient in managing multiple priorities and ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Client Service ExperienceFinancial PlanningInvestment ResearchSeries 7 CertificationDetail Oriented
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestment ResearchData EntryDocument PreparationExpense ManagementClient CorrespondenceMarketing ComplianceNew Business PaperworkAnalytical SkillsMathematical Skills
Soft Skills
OrganizationTime ManagementCommunicationTeam CollaborationIndependence
Tools & Technologies
Contact ManagerExpense Management SoftwareClient File Management
Certifications & Qualifications
Series 7State Securities Agent Registration (S63 or S66)State IAR Registration (S65 or S66)Life, Accident, and Health LicensesVariable Contracts
Industry Keywords
Client Service EnvironmentFinancial ServicesInvestment TransactionsMarketing EventsRegulatory Compliance
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 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- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development