Financial Client Service Associate

  • Ameriprise Financial
  • Chattanooga, TN, USA
  • Sep 15, 2021

Job Description

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as a Financial Client Service Associate of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Benefits for the Financial Client Service Associate:
• Competitive base salary (commensurate with experience)
• Health Insurance offered
• Dental Insurance offered
• Vision Insurance offered
• 401(k) with generous contribution matching.
• Paid time off - personal time & holidays
• Advancement opportunity & room for career growth
• Training provided

Responsibilities

Responsibilities for the Financial Client Service Associate:
  • Assist the planning assistants, associate financial advisors, and advisors
  • Schedule client appointments and prepare agendas/forms for appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Copy and track all client and practice materials including business correspondence
  • Work with home office to ensure accurate account setup and resolve issues
  • Prepare correspondence for advisor signature
  • Maintain files and records in accordance with the records retention policy
  • Perform other allowable duties as assigned by the financial advisor(s)
Business Management Responsibilities:
  • Coordinate marketing events, client appreciation events, and seminars for the practice
  • Implement key marketing activities including: advisor website, social media, online client experience, and local advertising and media relations
  • Manage the flow of wholesalers in the office. Submit/track any invoices for agreed upon payments
  • Provide insight and recommendations to effectively use key tools that help lead to results in practice
  • Answer unsolicited calls from prospects to schedule appointments or refer to advisor
  • Review work methods and procedures for possible quality improvements and efficiencies; implement them when appropriate
Client Care Responsibilities:
  • Set up and maintain client management system
  • Document client contacts/calls
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
  • Track client special events and make appropriate contact per established client contact model


Required Qualifications

Qualifications for the Financial Client Service Associate:
  • College degree or higher is required
  • 2+ years of Financial Services experience is preferred
  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor
  • Ability to support and provide guidance for compliance within the advisor’s practice
  • Positive attitude and sincere willingness to constantly learn and grow


About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We 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.

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Industry

Financial Services General

Tier

Ally

Partner ID

Duration