Client Service Associate

Responsibilities

• Deliver exceptional client service by handling incoming calls and troubleshooting issues
• Manage schedules, appointments, and detailed tasks to execute the client service system
• Prepare preliminary financial planning recommendations and solutions for advisors
• Coordinate with advisors to complete business processing and meeting follow-ups
• Provide marketing support by maintaining digital platforms and crafting newsletters
• Assist with the team's giftology program and other client engagement initiatives

Requirements

• High school diploma required; Associate's or Bachelor's degree preferred
• At least 2 years of experience in client service or financial services
• Proficiency in all Microsoft Office applications
• Exceptional verbal and written communication skills
• Ability to maintain strict client confidentiality and uphold high ethical standards
• Financial Service Licensing is preferred

Benefits

• Medical, Dental, and Vision insurance
• Life and Disability insurance
• 401k with company match
• Bonus sharing opportunities

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients globally.