Ameriprise Financial
Client Support Associate - Charlotte
Charlotte, North Carolina · Part-time
No sponsorshipDetected 23 days ago
SalesCommunicationCollaborationTime ManagementPublic Speaking
About the role
- Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
- 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.
- From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.
Responsibilities
- 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.
- 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.
- Maintain all appropriate FINRA/other licenses and requirements up to date.
- Ability to manage multiple priorities and prioritize effectively.
- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
Requirements
- Process oriented and ability to work in a team environment.
- Knowledge of financial services products/services.
Nice to have
- Bachelor's degree or equivalent.
- Previous sales experience or exposure preferred.
- Visa Sponsorship
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
- In-Office Collaboration
- Working together, in-person, is foundational to how we achieve results.
- Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.
- Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Benefits
- Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
Company info
- About Our Company
- We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
- We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
- Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Equal opportunity
- equal opportunity employer.
- If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Visa & Work Authorization
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.