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Client Service Associate/Manager

Company: Ameriprise Financial
Location: Chesterfield
Posted on: August 12, 2019

Job Description:

Job DescriptionHelp conduct the smooth operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements. Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and perform other practice management tasks such as organizing client seminars. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.ResponsibilitiesPosition functions: Business management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients Maintain files and records Provide insight on effective use of key tools (website, social media, email, etc.)Client Care Set up and maintain client management system Write letters to clients and administer client appreciation events and seminars Attend and participate in client meetings as necessary Conduct transaction requests as directed Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisorRequired QualificationsKey traits of a successful Client Service Associate/Manager: Effective communication with clients, advisors and staff Strong computer and phone skills Efficient time management, attention to detail, organization, and multi-tasking skills Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial Ability to support and provide guidance for compliance Positive attitude and sincere willingness to continually learn and grow Education and other designations: College degree or higher 2 years of related experience Have or be able obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licensesThis position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.About Our CompanyWith the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Keywords: Ameriprise Financial, Chesterfield , Client Service Associate/Manager, Executive , Chesterfield, Missouri

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