Client Service Associate

Location: Shawnee Mission

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. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. 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.

This position is with an Ameriprise Financial Franchise owner.

Job Description Position

Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial advisory office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisor in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

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 seminar.
* Candidate needs to live in or near the Kansas City metropolitan area.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:50% Business Management Work with home office to ensure accurate account setup and resolve issues

Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Maintain files and records in accordance with the records retention policy

Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice
50% Client Care Set up and maintain client management system

Call clients or prospects to set up meetings or appointments

Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation

Attend and participate in client meetings if necessary

Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars

Answer unsolicited calls from prospects to schedule appointments or refer to advisor

Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings

Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

Key Traits of a Successful Client Service Associate/Manager Direct attention to detail and organization

Effective communication with clients

Effective and efficient time management

Polite and clear phone manner

Ability…