Ameriprise
Client Service Specialist/Practice Manager
Jacksonville, Florida · Part-time
Sponsorship not specifiedDetected 7 days ago
CommunicationTime Management
About the role
- We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
- This position is with an Ameriprise Financial Franchise owner.
- Job Description Position Description: Step into an instrumental role.
Responsibilities
- This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.
- The role will also perform other practice management tasks relating to client service as needed.
- Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client
Requirements
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- College degree or higher
Benefits
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Company info
- At 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.
- 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.
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.