Financial Services Client Success Specialist

RiverSource Life Insurance Company; Northern (KY); Hybride; USD 40 000 - 55 000; Plein temps

Résumé du poste

RiverSource Life Insurance Company is seeking a Client Service Associate to join our operations team. You will support advisors, prepare financial plans, process transactions, and help manage client data and communications.

This role emphasizes in-office collaboration, with at least four days in the office weekly and one day remote. A two-year associate degree and 3–5 years of client service experience are preferred.

Qualifications

• Associate degree or equivalent required.
• 3–5 years of relevant client service experience.
• Experience in financial services or similar environment.
• Strong math, analytical, organizational, and time-management skills.
• Ability to communicate effectively with all levels within the organization.

Responsabilités

• Assist advisor in servicing clients, preparing financial plans, conducting investment research and completing trades as described by the advisor.
• Prepare and summarize client meetings, schedule and confirm meetings, enter data into contact manager, create agendas and summaries, and provide follow-up.
• Prepare for new business paperwork, obtain signatures, prepare documents for home office, track insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events, create marketing compliance documentation and manage reimbursements.
• Provide general administrative duties including phones, expense reports, routine client correspondence and file setup.

Connaissances

Client service

Analytical skills

Organizational skills

Communication

Time management

Teamwork

Computer skills

Formation

Associate degree

Bachelor's degree or equivalent

Outils

Microsoft Office

CRM systems

Data entry tools

Description du poste

RiverSource Life Insurance Company is seeking a Client Service Associate to join our operations team. You will support advisors, prepare financial plans, process transactions, and help manage client data and communications.

This role emphasizes in-office collaboration, with at least four days in the office weekly and one day remote. A two-year associate degree and 3–5 years of client service experience are preferred.