Client Experience Specialist - Hybrid Financial Services

Ameriprise Financial; Atlanta (GA); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Ameriprise Financial in Atlanta is seeking a Client Service Associate to join our operations team. The CSA helps support advisors and the branch by assembling and analyzing client data, assisting with financial plans, and processing trades and other practice-management tasks.

In this role you will provide branch support and general administrative duties while advancing licensing and career development through training and mentoring opportunities.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years Relevant Experience Required.
• Experience working in a client service environment.
• Detail orientated, strong math, and analytical skills.
• Able to manage multiple priorities and prioritizes effectively.
• Able to communicate with all levels within the organization.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Associate degree

3-5 years experience

Client service

Attention to detail

Analytical skills

Time management

Communication

MS Office / CRM

Education

Associate degree or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial in Atlanta is seeking a Client Service Associate to join our operations team. The CSA helps support advisors and the branch by assembling and analyzing client data, assisting with financial plans, and processing trades and other practice-management tasks.

In this role you will provide branch support and general administrative duties while advancing licensing and career development through training and mentoring opportunities.