Client Service Associate - Threadneedle group : Job Details

Do 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!

Key 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, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating 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, processing expense management reports, preparing routine client correspondence, supporting for closes, setting up client files, copying 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 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 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

• Bachelor's degree or equivalent

About Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay SalaryCalifornia Residents Only: The estimated hourly rate for this role is $28.94 - $39.03 / hour. Base salaries are determined, in part, based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being.

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.

Full-Time/Part-TimeFull time

Exempt/Non-ExemptNon-Exempt

Job Family GroupBusiness Support & Operations

Line of Business AAG Ameriprise Advisor Group