Client Service & Planning Associate

00015 Ameriprise Financial Services, LLC.; Goodwell (OK); On-site; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join our operations team and support advisors and branches. You will assemble and analyze client data, help prepare financial plans, and process transactions while providing essential branch administration.

Dedicated to licensing support and career development, you will work in a client-centric, in-office environment five days a week, with training and mentoring to grow your career in financial planning and advice.

Qualifications

• Associate degree or equivalent.
• 3-5 years relevant experience in client service.
• Detail oriented with strong math and analytical skills.
• Good organization and time management.
• Able to manage multiple priorities and work independently.
• 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 agendas and summaries, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order including forms, signatures, and documents for home office; track new insurance applications and coordinate rollovers.
• Coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, supporting closes, and setting up client files.

Skills

Client service

Communication

Detail oriented

Time management

Multitasking

Teamwork

Microsoft Office

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Client Service Associate to join our operations team and support advisors and branches. You will assemble and analyze client data, help prepare financial plans, and process transactions while providing essential branch administration.

Dedicated to licensing support and career development, you will work in a client-centric, in-office environment five days a week, with training and mentoring to grow your career in financial planning and advice.