Registered Client Service Associate
Company: Ameriprise Financial, Inc.
Location: Scottsdale
Posted on: February 25, 2021
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Job Description:
Job Description Assigned to the employee advisor or branch,
utilize the client relationship model & turnkey tools to assist
advisors in servicing clients by gathering & analyzing client data,
help prepare financial plans, work with clients, process
transactions & trades for clients & other practice management tasks
as needed. Provide general administrative/reception/operations
support as needed in the branch. Responsibilities --- Assist
advisor in servicing clients including preparing financial plans,
conducting investment research and completing trades and
transactions. --- Prepare and summarize client meetings by
scheduling and confirming meetings, enter data into contact
manager, create the agenda and summary of meetings, escort clients
to advisor and provide necessary follow-up. --- Prepare and ensure
new business paperwork successfully submitted which includes
preparing forms, obtain appropriate signatures, prepare
documentation to send to home office, track new insurance
applications and coordinate rollovers. --- Prepare for and
coordinate marketing events which includes creating marketing
compliance documentation and managing event marketing
reimbursement. --- Provide general administrative duties such as
answering the advisors phone, processing expense management
reports, prepare routine client correspondence, support for closes,
set up of client files, copy and new business correspondence and
alerts. Required Qualifications --- Bachelors degree or equivalent
--- 3 - 5 years Relevant Experience Required --- Series 7 or
ability to obtain within 150 days --- State securities agent
registration (S63 or S66) or ability to obtain within 150 days ---
State IAR registration (S65 or S66) or ability to obtain within 150
days --- Life, Accident, and Health licenses & Variable Contracts
or ability to obtain within 150 days --- Experience working in a
client service environment. --- Detail orientated, strong math, and
analytical skills. Good organization and time management skills.
--- Able to manage multiple priorities and prioritizes effectively.
Able to independently work with minimal supervision. --- Able to
communicate with all levels within the organization. Process
oriented and can work with a team. --- Strong computer and software
skills.
Keywords: Ameriprise Financial, Inc., Scottsdale , Registered Client Service Associate, Other , Scottsdale, Arizona
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