Client Service Associate
Company: Ameriprise Financial, Inc.
Posted on: September 20, 2022
Do you have experience in the financial services industry and
want to advance your career with an industry-leading firm? Our
office is growing and we are looking for a Client Service Associate
to join our operations team! The Client Service Associate (CSA) is
an integral part of advisor and branch support; responsible for
utilizing the client relationship model and turnkey tools.
Activities may include, but are not limited to: servicing clients
by capturing & analyzing client data, helping prepare financial
plans, working with clients to process transactions & trades &
other practice management tasks as needed. In addition to
supporting advisors, you'll be a part of our operations team to
provide the branch with general administrative and reception
support as needed. At Ameriprise Financial, we take pride in
providing our clients with a personalized experience every step of
the way; if you prosper in an environment where you can help others
and if you enjoy creating a positive impact on client's overall
experience, we invite you to take your career to the next level by
applying to join our team today! Looking to advance your career
further through licensing? We are dedicated to your career
development through training, mentoring and licensing support -
it's all about helping you effectively develop to reach your full
- 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
- 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. Required
- Associate (2-year) degree or equivalent
- 3-5 years Relevant Experience Required
- 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. Preferred Qualifications
- Bachelors degree or equivalent About Our Company At Ameriprise
Financial, 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 by embracing an inclusive and
collaborative culture. We celebrate the unique qualities and reward
the contributions of our talented, passionate employees. If you're
motivated and want to work for a strong, ethical company that cares
about you and your community, take the next step with Ameriprise
Financial. Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color,
religion, sex, national origin, genetic information, age, sexual
orientation, citizenship, gender identity, disability, veteran
status, marital status, family status or any other basis prohibited
Keywords: Ameriprise Financial, Inc., Topeka , Client Service Associate, Other , Topeka, Kansas
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