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Registered Client Service Associate R24_0000001179
Date Posted: 04/23/2024
Job #: 3057844
Location: Minneapolis
"Do you have financial planning experience and want to advance your
career with an industry-leading firm? Ameriprise Financial is
America's leader in financial planning and ranked #1 in customer
loyalty. As a Registered Client Service Associate, you will provide
dedicated support to a high producing advisors by preparing portfolio
materials for client meetings, leverage your analytical skills to build
financial plans, and manage client interactions to retain and develop deeper
relationships. At Ameriprise Financial, we take pride in providing our
clients with a personalized experience every step of the way; if you thrive
in an environment where you can help others and create a positive impact on a
client's overall experience, we invite you to take your career to
the next level by applying to join our team today!Key ResponsibilitiesAssist
advisor(s) in servicing clients including preparing financial plans,
conducting investment research and completing trades and transactions as
described by the advisor. Prepare and summarize client meetings by scheduling
and confirming meetings, entering data into contact manager, building the
agenda and summary of meetings, escorting clients to advisor meeting and
providing vital follow-up. Ensure new business paperwork is submitted
efficiently which includes preparation of forms and documentation for
submission to home office, acquisition of appropriate signatures, tracking
of new insurance applications and coordination of rollovers. Coordinate
marketing events which include organizing the event, contacting vendors,
finalizing event details, crafting marketing compliance documentation and
managing event marketing reimbursement.Provide general administrative duties
such as answering the advisors' phone, processing expense
...
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