Client Service Associate
1 week ago
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 play a critical role in providing exceptional support to our high-producing advisors and their clients.
Key Responsibilities- Assist advisors in servicing clients by 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 our 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 our 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 advisors' phones, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
- Bachelor's degree or equivalent 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.
Ameriprise Financial is a diversified financial services leader with over $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advises, manages, and protects the assets and income of over 2 million individual, small business, and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager, and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. We are an equal opportunity employer and 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 by law.
-
Client Service Associate
2 weeks ago
Wayzata, Minnesota, United States UBS Full timeAbout the RoleWe are seeking a highly skilled Client Service Associate to provide operational and administrative support to our financial advisors. As a key member of our team, you will be responsible for maintaining accurate and up-to-date client information, educating clients on account services and capabilities, and assisting with the preparation of...
-
Client Associate/Registered Client Associate
1 week ago
Wayzata, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a Client Associate/Registered Client Associate at RBC Capital Markets, LLC, you will play a vital role in supporting financial advisors and clients in a fast-paced, professional, and collaborative environment. Your administrative and operational skills will be utilized to help advisors manage and grow...
-
Client Associate/Registered Client Associate
7 days ago
Wayzata, Minnesota, United States RBC Full timeJob SummaryAt RBC Wealth Management, we're seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional relationships...
-
Client Associate/Registered Client Associate
1 week ago
Wayzata, Minnesota, United States RBC Full timeJob SummaryAt RBC Wealth Management, we're seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional relationships...
-
Client Associate
7 days ago
Wayzata, Minnesota, United States RBC Full timeJob SummaryAt RBC Wealth Management, we're seeking a highly skilled Client Associate to join our team. As a key member of our branch, you'll play a vital role in supporting our financial advisors and clients. If you're passionate about delivering exceptional client service and have a strong background in administration and operations, we'd love to hear from...
-
Client Associate
7 days ago
Wayzata, Minnesota, United States RBC Capital Markets, LLC Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Client Associate at RBC Wealth Management, you will play a vital role in supporting financial advisors and clients in a fast-paced, professional environment. Your administrative and operational skills will be utilized to help advisors manage and grow their business, while demonstrating a client-first...
-
Culinary Service Associate
4 weeks ago
Wayzata, Minnesota, United States Lunds & Byerlys Full timeJob OverviewJoin our team and showcase your culinary skills!Lunds & Byerlys is seeking a dynamic and enthusiastic part-time Culinary Service Associate to enhance our customers' shopping experience. This role offers a part-time schedule with a competitive hourly wage.We are open 7 days a week from 6:00 AM to 10:00 PM, and shifts for this position will...
-
Environmental Services Associate
3 weeks ago
Wayzata, Minnesota, United States Ebenezer Full timeAbout the Role:Ebenezer is seeking a skilled Housekeeping Professional to join our Senior Living team. As a key member of our environmental services team, you will be responsible for maintaining a clean, safe, and odor-free environment for residents, staff, and visitors.Responsibilities:Cleaning and Sanitizing: Perform thorough cleaning of all assigned...
-
Food Service Associate
16 hours ago
Wayzata, Minnesota, United States Lunds & Byerlys Full timeJob SummaryLunds & Byerlys is seeking a vibrant and outgoing part-time Food Service Clerk to create a sensational shopping experience for our customers. This position works a part-time schedule and earns a competitive wage of $18.00/hr.We operate 7 days/week and are open from 6:00am-10:00pm. For this position, the employee would be scheduled a range of...
-
Meat Service Associate
1 week ago
Wayzata, Minnesota, United States Lunds & Byerlys Full timeAbout the Role:Lunds & Byerlys is seeking a vibrant and outgoing part-time Meat Service Clerk to create a sensational shopping experience for our customers!Responsibilities:Greet and assist customers with meat and seafood selectionsStock, rotate, and stage merchandise to ensure quality and freshnessCreate a welcoming and safe environmentEnsure the...
-
Service Ambassador
1 week ago
Wayzata, Minnesota, United States Lithia Motors Full timeAbout the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Service Ambassador at Lithia Motors. As a key member of our service team, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our clients.Key ResponsibilitiesSchedule Appointments: Coordinate with clients...
-
Customer Service Center Associate
4 weeks ago
Wayzata, Minnesota, United States HealthPartners Full timePosition Overview: The Service Center Representative plays a crucial role in managing and addressing a substantial volume of incoming inquiries. These inquiries primarily involve scheduling appointments, relaying messages, and ensuring that patients are adequately prepared for their upcoming interactions with the healthcare team. This position requires...
-
Customer Service Center Associate
3 weeks ago
Wayzata, Minnesota, United States HealthPartners Full timePosition Overview:The Service Center Representative plays a crucial role in managing and addressing a significant volume of incoming inquiries. These interactions primarily involve scheduling appointments, conveying messages, and ensuring that patients are adequately prepared for their subsequent engagements with the healthcare team.The representative will...
-
Customer Service Center Associate
4 weeks ago
Wayzata, Minnesota, United States HealthPartners Full timePosition Overview: The Service Center Representative plays a crucial role in managing and addressing a substantial volume of incoming inquiries. These inquiries primarily involve scheduling appointments, relaying messages, and ensuring that patients are adequately prepared for their subsequent interactions with the healthcare team. The representative will...
-
Service Coordinator
4 weeks ago
Wayzata, Minnesota, United States Lexus of Wayzata Full timeJob OverviewPosition Summary:The Service Coordinator at Lexus of Wayzata plays a vital role in delivering administrative assistance to the service division. This position requires close collaboration with the service personnel to ensure that all administrative functions are executed accurately and promptly.This individual will act as the main point of...
-
Retail Associate
6 days ago
Wayzata, Minnesota, United States Sam's Club Full timeJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Member Service Associate - Cart Attendant. In this role, you will play a critical part in ensuring our members have a positive shopping experience by providing exceptional service and support.Key ResponsibilitiesEnsure club pick up orders are filled by...
-
Customer Service Representative
1 week ago
Wayzata, Minnesota, United States Crew Carwash Full time{"h2": "Customer Service Team Member Role at Crew Carwash", "p": "At Crew Carwash, we are seeking friendly and enthusiastic individuals to join our team as Customer Service Team Members. As a Customer Service Team Member, you will be responsible for providing exceptional customer service to our valued customers. We offer a dynamic and supportive work...
-
Retail Sales Associate
2 weeks ago
Wayzata, Minnesota, United States Lunds & Byerlys Full timeAbout the Role:Lunds & Byerlys is seeking a vibrant and outgoing part-time Retail Sales Associate to create a sensational shopping experience for our customers. As a key member of our team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store...
-
Sales Associate
2 weeks ago
Wayzata, Minnesota, United States Anthropologie Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Anthropologie. As a Sales Associate, you will play a key role in driving sales and providing an exceptional customer experience.Key ResponsibilitiesCustomer ExperienceDevelop genuine relationships with customers to understand their needs and...
-
Sales Associate
2 weeks ago
Wayzata, Minnesota, United States Anthropologie Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Anthropologie. As a Sales Associate, you will play a key role in driving sales and providing an exceptional customer experience.Key ResponsibilitiesCustomer ExperienceDevelop genuine relationships with customers to understand their needs and...