Practice Support Associate
4 days ago
The Client Service Associate/Manager is responsible for providing critical support to financial advisors and their teams, ensuring the smooth operation of daily business activities and delivering exceptional client experiences. This role involves working closely with home office teams to ensure accurate account setup and resolve any issues that may arise. The successful candidate will also provide top-notch customer service, answering client questions and providing readily available information as requested. Additionally, they will maintain files and records in accordance with our records retention policy and perform other duties as assigned by financial advisors and associate financial advisors.
About the Team
Ameriprise Financial is a dynamic and fast-paced organization, committed to delivering exceptional client experiences and helping individuals achieve their financial goals. Our team is dedicated to providing personalized advice and guidance to our clients, and we are seeking a highly organized and detail-oriented individual to join our team as a Client Service Associate/Manager.
Key Requirements
* 2+ years of similar experience
* College degree or higher
* Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Estimated Salary: $60,000 - $70,000 per year
We offer a competitive salary, excellent benefits, and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply.
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