Client Service Associate - Irvine, United States - Ameriprise Financial

Ameriprise Financial

Verified Company

Irvine, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential

Key Responsibilities:

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital followup.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Required Qualifications:

Associate (2year) degree or equivalent.
35 years relevant experience required.
Experience working in a client service environment.
Detailoriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with mínimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration.

Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.

We are a long-standing 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 Services, 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.

Base Pay Salary

California Residents Only:
The estimated hourly rate for this role is $ $37.30 / hour. Base salaries are determined, in part, based on job-related knowledge, skills, experience, and geographical work location.

In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

We also have a competitive and comprehensive benefits program that support all aspects of your health and well-being.

Ameriprise Financial is an equal opportunity employer.

We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time
Full time

Exempt/Non-Exempt
Non-Exempt

Job Family Group
Business Support & Operations

Line of Business
AAG Ameriprise Advisor Group