Experienced Client Support Associate

Ameriprise • Minneapolis, MN

18h • $55,000 - $70,000

About The Position

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.

Requirements

• 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.

Nice To Haves

• Bachelor’s degree or equivalent.
• CFP, CRPC
• Previous sales experience or exposure preferred.

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.

Benefits

• We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED