Client Service Associate

Company: Disability Solutions
Location: Middleton
Posted on: March 20, 2023

Job Description:

Job DescriptionDo you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing and we are looking for a Client Service Associate to join our operations team! 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 may include, but are not limited to: servicing clients by capturing & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In addition to supporting advisors, you'll be a part of our operations team to provide the branch with general administrative and reception support as needed. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today!Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential!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.Required Qualifications
  • 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.Preferred Qualifications
    • Bachelors degree or equivalentAbout Our CompanyAt Ameriprise Financial, we're 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 you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.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.

Keywords: Disability Solutions, Boston , Client Service Associate, Other , Middleton, Massachusetts