Ameriprise Financial Services, LLC · 2 days ago

Client Service Associate - Financial Services

Scottsdale, AZ

Full-time

Onsite

Mid Level

$40K/yr - $60K/yr

3+ years exp

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FinanceFinancial Services

Insider Connection @Ameriprise Financial Services, LLC

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Work with home office to ensure accurate account setup and resolve issues

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Maintain files and records in accordance with the records retention policy

Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)

Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc. that help lead to results in practice

Set up and maintain client management system

Call clients or prospects to set up meetings or appointments

Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation

Attend and participate in client meetings if necessary

Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)

Coordinate client appreciation events and seminars

Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Qualification

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Series 7Series 66State Life Accident Health Insurance LicensesRelocation to Scottsdale AZCustomer ServiceProblem-Solving

Required

College degree or higher

2+ years of similar experience

Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Customer service: 3 years (Required)

Ability to Relocate to Scottsdale, AZ before starting work