At Ameriprise Financial, 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 by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Are you ready to be the heartbeat of an exceptional client experiences in a dynamic financial services environment? ClearEdge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to elevate our client interactions to new heights. You''ll be part of a team dedicated to the financial well-being of our clients, ensuring they receive unparalleled care, communication while learning about the wealth management industry.
Why Join Us?
As a Client Service Associate, you''ll be both in an operations role and a client service role, while working directly and supporting the financial advisors on our team. Your role will be pivotal in shaping our clients'' journey, from coordinating seamless meetings and events to helping prepare and follow up on client needs and meetings. If you thrive on delivering superior service and love connecting with people, this is the perfect opportunity for you.
Key Responsibilities:
Deliver Exceptional Client Service: Handling incoming calls and troubleshooting issues, you'll ensure every client feels valued and supported. Efficiently manage schedules and appointments for our team, executing our client service system, while completing detailed tasks
Financial Planning & Advice/Product Solutions: Prepare preliminary financial planning recommendations and solutions for advisors to use during meetings. Coordinate with advisors to complete all required business processing and follow ups from meetings.
Marketing Support: Coordinating with our marketing team and assisting in maintaining digital platforms, crafting newsletters, and delivering our giftology program.
Requirements:
Skills and Qualifications: A high school diploma is required, with an associate's/bachelor's degree preferred. You should have at least 2 years of experience in client service or financial services. Financial Service Licensing preferred.
Communication Skills: Exceptional verbal and written communication skills are essential, along with superior skills in all Microsoft Office applications. Adherence to a strict standard of client confidentiality.
Professionalism: Maintain confidentiality, uphold ethical standards, and demonstrate courteous conduct in all interactions.
Team Player: Collaborate effectively with different groups and work styles, ensuring seamless teamwork.
Join Our Team Today!
Salary range commensurate with experience $40,000 to $55,000
Full Time, In Office, position with benefits!
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
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.
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Learn More About Joining Ameriprise
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Learn More About Diversity and Inclusion at Ameriprise
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
Learn More About Ameriprise Advisor Support
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.