Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client service and development. The Client Support Associate role involves engaging with clients, supporting financial advisors, and participating in professional development to enhance skills in financial planning and sales. This position serves as a stepping stone towards a Financial Advisor role, where the associate will take on client meetings and assist clients in achieving their financial goals.
Responsibilities
- Responsible for client interactions including converting service calls to sales opportunities from inbound client calls
- Preparing Client Relationship Managers for sales presentations and interactions with clients
- First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process
- Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process
- Gathering and documenting information to ensure compliance requirements are met
- Liaison between Product Specialists and Client Relationship Managers to come up with recommendations
- Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities
- Maintain all appropriate FINRA/other licenses and requirements up to date
Skills
- High school or GED
- 1+ years of relevant experience
- Current FINRA Series 7
- State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
- Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date
- Previous experience delivering outstanding client service
- Detail oriented, strong math and analytical skills
- Good organization and time management skills
- Ability to manage multiple priorities and prioritize effectively
- Process oriented and ability to work in a team environment
- Knowledge of financial services products/services
- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
- Bachelor's degree or equivalent
- CFP, CRPC
- Previous Sales Experience Or Exposure Preferred
Benefits
- Vacation time
- Sick time
- 401(k)
- Health, dental and life insurances
Company Overview
- At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.