Registered Client Service Associate
Company: Ameriprise Financial
Posted on: May 3, 2021
19100BRJob Description:Assigned to the employee advisor or
branch, utilize the client relationship model & turnkey tools to
assist advisors in servicing clients by gathering & analyzing
client data, help prepare financial plans, work with clients,
process transactions & trades for clients & other practice
management tasks as needed. Provide general
administrative/reception/operations support as needed in the
branch.Exempt/Non-Exempt:Non-exemptJob ID:19100BRFull-Time /
Part-Time:Full timeAbout Our Company:With the right company, life
can Be Brilliant. At Ameriprise Financial, were 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 youre motivated and want to work for a strong,
ethical company that cares about you and your community, take the
next step with Ameriprise Financial and we can Be Brilliant
together. 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.Line of Business:Ameriprise Advisor GroupPosting
Title:Registered Client Service AssociateResponsibilities: Assist
advisor in servicing clients including preparing financial plans,
conducting investment research and completing trades and
Prepare and summarize client meetings by scheduling and confirming
meetings, enter data into contact manager, create the agenda and
summary of meetings, escort clients to advisor and provide
Prepare and ensure new business paperwork successfully submitted
which includes preparing forms, obtain appropriate signatures,
prepare documentation to send to home office, track new insurance
applications and coordinate rollovers.
Prepare for and coordinate marketing events which includes creating
marketing compliance documentation and managing event marketing
Provide general administrative duties such as answering the
advisors phone, processing expense management reports, prepare
routine client correspondence, support for closes, set up of client
files, copy and new business correspondence and alerts.Recruiting
Location:Vancouver, WashingtonRequired Qualifications: Bachelors
degree or equivalent 3 - 5 years Relevant Experience Required
Series 7 or ability to obtain within 150 days State securities
agent registration (S63 or S66) or ability to obtain within 150
days State IAR registration (S65 or S66) or ability to obtain
within 150 days Life, Accident, and Health licenses & Variable
Contracts or ability to obtain within 150 days Experience working
in a client service environment.
Detail orientated, strong math, and analytical skills. Good
organization and time management skills.
Able to manage multiple priorities and prioritizes effectively.
Able to independently work with minimal supervision.
Able to communicate with all levels within the organization.
Process oriented and can work with a team.
Strong computer and software skills.Job Family Group:Business
Support & Operations
Keywords: Ameriprise Financial, Vancouver , Registered Client Service Associate, Other , Vancouver, Washington
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