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Client Service Associate

1 month ago

Bellevue, Washington, United States Ameriprise Financial Full time
Job Summary

We are seeking a highly skilled 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 delivering exceptional client experiences and supporting our advisors in servicing clients.

Key Responsibilities
  • Assist advisors in preparing financial plans, conducting investment research, and completing trades and transactions.
  • Prepare and summarize client meetings by scheduling and confirming meetings.
  • Provide exceptional client service and support to ensure client satisfaction.
Requirements

To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment. You will also need to be highly organized and able to prioritize tasks effectively.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.