UNKNOWN

FEED

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo Bank

Client Associate

Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.

YEAR

Sun Life Financial

Associate Director, Client Partner (Dentaquest) - Des Moines IA

ea_via_bold

Sun Life Financial Inc

Associate Director, Client Partner (DentaQuest) - Des Moines IA

As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

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.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Positions and Apply</a>
<a href="https://www.ameriprise.com/careers/corporate/your-career">Learn More About Joining Ameriprise </a>
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.
<a href="https://www.ameriprise.com/careers/corporate/supportive-workplace/diversity">Learn More About Diversity and Inclusion at Ameriprise</a>
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.
<a href="https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-support">Learn More About Ameriprise Advisor Support</a>
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.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Opportunities</a>

Ameriprise

Registered Client Service Associate

FULL_TIME

Partner with the Client Onboarding Manager, Client Service Manager, and other internal teams to create a smooth onboarding or updating experience while prioritizing and processing daily work demands through various tools to meet customer and team needs. What You'll Do: The Associate Client Documents & Systems Analyst provides specialized expertise in onboarding new non-qualified plans and implementing changes to existing non-qualified plans.

HOUR

Principal Financial Group

Associate Client Documents & Systems Analyst

[AW]-iCims

Sun Life

All interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.

Global Elite Empire Consultants

Work From Home - Client Services Associate

Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.

Client Associate Jobs in Urbandale, IA

Client Associate Wells Fargo Bank

Associate Director, Client Partner (Dentaquest) - Des Moines IA Sun Life Financial

Associate Director, Client Partner (DentaQuest) - Des Moines IA Sun Life Financial Inc

Registered Client Service Associate Ameriprise

Associate Client Documents & Systems Analyst Principal Financial Group

Associate Director, Client Partner (DentaQuest) - Des Moines IA Sun Life

Work From Home - Client Services Associate Global Elite Empire Consultants

Work From Home - Client Services Associate AO Garcia Agency

Similar Job Searches

See More Jobs

Stand out to leading employers.