Financial Operations Manager

4 days ago


Saint Peter, Minnesota, United States Ameriprise Financial Full time
About the Role

We are seeking a skilled Client Service Associate/Manager to support our financial advisors and associate financial advisors in managing daily business operations.

Key Responsibilities
  1. Work with the home office to ensure accurate account setup and resolve any issues that may arise.
  2. Answer questions and provide readily available information to clients as needed.
  3. Maintain files and records in accordance with the company's records retention policy.
Requirements
  • Direct attention to detail and organization.
  • Effective communication with clients and other advisors/staff.
  • Ability to multi-task and adhere to rules and regulations.
Benefits

This role offers a competitive salary of $65,000 - $85,000 per year, depending on experience.



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