Client Service Associate
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Job Location:
Manhattan, IL - USA
Monthly Salary:
$ 48000 - 55000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Service Associate
Location: Manhattan KS (In-Office)
Practice: J. Caleb Bradley Financial Advisor with Ameriprise Financial
About Us
We are a well-established Ameriprise practice with over 20 years of experience serving clients. Our team is passionate about providing exceptional financial planning and investment advice. We value long-term relationships with clients and team members alike and we are excited to welcome someone who shares our commitment to client care and professional growth.
About the Role
We are seeking a full-time Client Service Associate to join our growing practice in Manhattan KS. This role is ideal for someone who enjoys the technical side of financial planning and wants to play an integral role in supporting clients and the practice. You will handle the back-end work of financial planning manage client service requests and support new business. allowing the advisor to focus on client relationships and business growth.
Key Responsibilities
- Prepare and process proposals trades transactions money movements and new business applications
- Serve as first point of contact for client account-related questions; triage to the advisor as needed
- Support the client onboarding process account setup and coordination with Ameriprise Corporate home office to ensure that the new clients journey is effortless and stress free accuracy Ameriprise Advisors
- Manage client communications: letters emails scheduling and client service workflow
- Maintain files records and compliance standards; ensure regulatory and internal procedures are followed
- Help plan and execute appreciation events seminars and meaningful client interactions. Assist with client appreciation events seminars or other touchpoint initiatives Ameriprise Advisors
- Identify process improvements contribute to efficiencies and help the practice scale
- Other duties as assigned by the advisor with role evolution over time
Qualifications
- Bachelors degree preferred or equivalent experience in financial services.
- 2 years of experience in financial services client service operations or related roles.
- Licensing (Series 7/66 and/or Life & Health) preferred but not required at hire; ability and willingness to obtain licenses is expected.
- Strong technical and organizational skills with high attention to detail.
- Proficiency with Microsoft Office (Word Excel Outlook) required.
- Excellent client service and communication skills.
- Ability to work independently and as part of a small team.
- Must be able to work in-office in Manhattan KS.
Compensation & Benefits
- $48000 $55000 commensurate with experience.
- Non-Exempt
- Medical allowance.
- 401(k) plan.
- Paid time off and holidays.
How to Apply
Interested candidates are required to submit their resume and include a cover letter explaining why they should be considered for an interview.
Equal Opportunity Employer: We are committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration without regard to race color religion gender national origin age disability or any other protected status.
Required Experience:
IC
Key Skills
- Restaurant Experience
- Time Management
- Food Service
- Data Entry
- Customer Service
- Direct Support
- Computer Skills
- Serving Experience
- Medical office experience
- Dietary Department Experience
- Medical Terminology
- Phone Etiquette
About Company
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