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    Experienced Client Support Associate - Charlotte, United States - Threadneedle group

    Threadneedle group
    Threadneedle group Charlotte, United States

    1 week ago

    Default job background
    Description


    The Experienced Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience throughout their region.

    This includes supporting peers and all regional teams by engaging clients in additional business (service to sales), transacting business, point work and first call resolution to inbound calls from clients.

    This is done by leveraging appropriate tools and following AAC standard work.

    Key Responsibilities
    Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients.

    First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process.

    Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process.

    Gathering and documenting information to ensure compliance requirements are met.

    Assist in providing regional support on point work and peer to peer coaching to regional CSAs on all point work.

    Liaison between Product Specialists and Client Relationship Managers to come up with recommendations.
    Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.

    Required Qualifications
    High school or GED.
    1+years of relevant experience.
    Current FINRA Series 7
    State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
    Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
    Previous experience delivering outstanding client service.
    Detail oriented, strong math and analytical skills.
    Good organization and time management skills.
    Ability to manage multiple priorities and prioritize effectively.
    Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
    Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

    Preferred Qualifications
    Bachelor's degree or equivalent.
    CFP, CRPC
    Previous sales experience or exposure preferred.
    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.

    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
    Sales

    Line of Business
    AWMBD Advice and Wealth Mgmt and Business Development
    #J-18808-Ljbffr
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