Client Service Associate

Ameriprise Financial Services, LLC•Duluth, GA

1d•Onsite

About The Position

The Client Service Associate (CSA) is an integral part of advisor and branch support, responsible for utilizing the client relationship model and turnkey tools. Activities include servicing clients by capturing and analyzing client data, helping prepare financial plans, working with clients to process transactions and trades, and other practice management tasks as needed. In addition to supporting advisors, the CSA will be part of the operations team to provide the branch with general administrative and reception support. The role emphasizes providing a personalized client experience and offers opportunities for career development through training, mentoring, and licensing support.

Requirements

Associate (2-year) degree or equivalent
3-5 years Relevant Experience Required
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.

Nice To Haves

Bachelors degree or equivalent

Responsibilities

Assist advisor 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
Prepare and ensure new business paperwork is submitted in good order 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 reimbursement.
Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.