Client Support Associate

Client Support Associate

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.

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.
• 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.

Preferred Qualifications

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