Client Service Associate

5 days ago

Scottsdale, Arizona, United States Ameriprise Financial Full time
About the Role

This position is an exciting opportunity to advance your career in financial planning with a leading industry firm. As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships.

Key Responsibilities
  • Assist advisors 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings, and providing vital follow-up.
  • Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to the home office, acquisition of appropriate signatures, tracking of new insurance applications, and coordination of rollovers.
  • Coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
  • Provide general administrative duties, such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
Requirements
  • Bachelor's degree or equivalent.
  • 3-5 years of 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.
  • 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 prioritize effectively. Able to independently work with minimal direct supervision.
  • Able to communicate with all levels within the organization. Process-oriented and able to work with a team.
  • Strong computer and software skills.
Preferred Qualifications
  • 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.

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