Ameriprise Financial
Client Service Associate
Birmingham, Alabama · Part-time
Sponsorship not specifiedDetected 23 days ago
ResearchTime ManagementMentoring
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.
- Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed.
Responsibilities
- 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.
- Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Requirements
- Associate (2-year) degree or equivalent
- 3-5 years Relevant Experience Required
- Experience working in a client service environment.
Nice to have
- Bachelors degree or equivalent
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
- Line of Business
- AAG Ameriprise Advisor Group
- Ameriprise Financial is an equal opportunity employer.
Benefits
- Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
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.
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 Financial's careers page and normalized into a canonical job model.