Financial Client Experience & Operations Coordinator

00001 Ameriprise Financial Inc; Overland Park (KS); On-site; USD 42,000 - 68,000; Full time

Job summary

Ameriprise Financial Inc. in the Kansas City metro area seeks a Client Service Associate/Manager to support daily operations and help deliver a unique client experience. The role interacts directly with clients to ensure accurate account setup and responsive service, under high ethical standards.

You will assist the financial advisor in coordinating meetings, seminars and service tasks, while maintaining client communication and records.

Qualifications

• College degree or higher in Finance or Mathematics.
• 2+ years of similar experience in financial services or client service.

Responsibilities

• 50%: Manage client accounts setup and service inquiries with accuracy.
• 50%: Coordinate client meetings, seminars and lossless client communication.
• Respond to ad hoc requests and track projects to support the advisor.
• Maintain files and records per policy and regulatory standards.
• Assist in preparing financial planning materials and client documentation.

Education

College degree or higher, Finance/Math

2+ years experience

Job description

Ameriprise Financial Inc. in the Kansas City metro area seeks a Client Service Associate/Manager to support daily operations and help deliver a unique client experience. The role interacts directly with clients to ensure accurate account setup and responsive service, under high ethical standards.

You will assist the financial advisor in coordinating meetings, seminars and service tasks, while maintaining client communication and records.