Financial Services Representative

2 days ago


Wichita Falls, Texas, United States Ameriprise Financial Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will be responsible for assisting financial advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.

Key Responsibilities
  • Assist financial advisors in preparing financial plans and conducting investment research
  • Complete trades and transactions as described by the advisor
  • Frequent communication with financial advisors, bank representatives, and other client service teams
Requirements
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

Ameriprise Financial is a leading financial services company dedicated to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.



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