Financial Services Coordinator

3 weeks ago


Saint Peter, Minnesota, United States Ameriprise Financial Full time
Overview
Ameriprise Financial is a leading provider of financial planning and investment advisory services. Our team is dedicated to helping individuals achieve their financial goals through personalized advice and guidance. As a Client Service Associate/Manager, you will play a critical role in supporting our financial advisors and their teams, ensuring the smooth operation of daily business activities and delivering exceptional client experiences.

About the Role
This is a fantastic opportunity for someone who is highly organized and detail-oriented, with strong communication and interpersonal skills. As a Client Service Associate/Manager, you will work closely with home office teams to ensure accurate account setup and resolve any issues that may arise. You will also provide top-notch customer service, answering client questions and providing readily available information as requested. Additionally, you 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.

Responsibilities
* Work with home office teams to ensure accurate account setup and resolve any issues that may arise
* Provide top-notch customer service, answering client questions and providing readily available information as requested
* Maintain files and records in accordance with our records retention policy
* Perform other duties as assigned by financial advisors and associate financial advisors

Benefits
* Competitive salary: $55,000 - $65,000 per year
* Excellent benefits package
* Opportunities for professional growth and development

About Us
Ameriprise Financial is committed to delivering exceptional client experiences and helping individuals achieve their financial goals. We pride ourselves on our commitment to integrity, professionalism, and community involvement. If you share our values and are passionate about delivering exceptional client experiences, we encourage you to apply.

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