Registered Client Service Associate
Company: Ameriprise Financial, Inc
Posted on: January 16, 2020
Do you have financial planning experience and want to advance your
career with an industry-leading firm? Ameriprise Financial is
America's leader in financial planning and ranked #1 in customer
loyalty. As a Registered Client Service Associate, you will provide
dedicated support to a high producing advisor by preparing
portfolio materials for client meetings, leverage your analytical
skills to build financial plans, and manage client interactions to
retain and develop deeper relationships. At Ameriprise Financial,
we take pride in providing our clients with a personalized
experience every step of the way; if you thrive in an environment
where you can help others and create a positive impact on a
client's overall experience, we invite you to take your career to
the next level by applying to join our team today!
--- 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, create the
agenda and summary of meetings, escort clients to advisor 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 applications and coordinate rollovers.
--- Prepare for and coordinate marketing events which includes
creating marketing compliance documentation and managing event
--- 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.
--- 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
--- 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.
About Our Company
With the right company, life can be brilliant. At Ameriprise, we're
not just in the business of helping clients with their financial
goals - we also help our advisors and employees reach their true
potential. Be part of an inclusive, collaborative culture that
rewards you for your contributions and work with other talented
individuals who share your passion for doing great work. You'll
also have plenty of opportunities to make your mark at the office
and a difference in your community. So if you're talented, driven
and want to work for a strong ethical company that cares, take the
next step to create a brilliant career at Ameriprise Financial.
Keywords: Ameriprise Financial, Inc, Sarasota , Registered Client Service Associate, Other , Sarasota, Florida
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