Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.
Required Qualifications:
High school diploma, associate degree, or equivalent experience (Bachelor's degree not explicitly required).
Demonstrated proficiency in Microsoft Office and strong overall computer skills.
Strong communication skills with the ability to interact across all levels of the organization.
Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
Ability to work independently with minimal supervision.
Customer service experience.
Requirements
Relevant experience working in a financial institution or financial services environment.
Industry-related experience (generally aligned with ~1-5 years based on role leveling range).
Experience handling problem resolution and escalated issues.
Experience working in a high-stress or deadline-driven environment.
FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Benefits
Vision insurance
Additional Information
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Client Service Associate (Band 30 - Managed Program)
Ameriprise · Georgetown, TX