Client Service Associate

$52,291 - $70,595/Yr

Ameriprise Financial - Honolulu, HI

Part-time,Full-time - Entry Level

Honolulu, HI

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Client Service Associate (CSA) plays a crucial role in supporting advisors and the operations team at Ameriprise Financial. This position involves servicing clients by preparing financial plans, processing transactions, and providing administrative support. The CSA is expected to enhance the client experience through effective communication and organization, while also contributing to the overall efficiency of the branch operations.

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 follow-up.
• Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications, and coordination of rollovers.
• 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.

Requirements

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to independently work with minimal direct supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Benefits

• Competitive and comprehensive benefits program that supports all aspects of health and well-being.