Job DescriptionThe Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience. This is a sales role supporting clients and advisors in a phone based environment.About AmeripriseFocused on people, not just our bottom line.Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community. So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial.Responsibilities* Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Manager and Financial Consultant for sales presentations and interactions with clients. * 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/Financial Consultant in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.* Liaison between Product Specialists and Client Relationship Manager/Financial Consultants to come up with recommendations. * 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.Required Qualifications* High school or equivalent.* 1 to 3 years of relevant experience required.* Previous experience delivering outstanding client service.* Detail oriented, strong math and analytical skills.* Good organization and time management skills.* Ability to manage multiple priorities and prioritize effectively.* Process oriented and ability to work in a team environment. Knowledge of financial services products/services.* Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.* Current FINRA Series 7* State securities agent registration (S63 or S66) or ability to obtain within 90 days of hire* State IAR registration (S65 or S66) or ability to obtain within 90 days of hirePreferred Qualifications* Bachelor's degree or equivalent.* CFP, CRPC* Previous sales experience or exposure preferred.About Our CompanyWith the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Job DescriptionAssigned to the employee advisor or branch, utilize the client relationship model \u0026 turnkey tools to assist advisors in servicing clients by gathering \u0026 analyzing client data, help prepare financial plans, work with clients, process transactions \u0026 trades for clients \u0026 other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch.ResponsibilitiesAssist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up.Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.Required Qualifications*Bachelors degree or equivalent.*3 - 5 years Relevant Experience Required.*Series 7 or ability to obtain within 150 days.*State securities agent registration (S63 or S66) or ability to obtain within 150 days.*State AR registration (S65 or S66) or ability to obtain within 150 days.*Life, Accident, and Health licenses or ability to obtain within 150 days.*Experience working in a client service environment.*Detail orientated, strong math, and analytical skills. Good organization and time management skills. *Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.*Able to communicate with all levels within the organization. Process oriented and can work with a team. *Strong computer and software skills.About Our CompanyWith the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Job DescriptionDrive profitable growth within an office; support a large geography with strong market potential by creating a compelling business plan emphasizing profitable growth through effective management of P\u0026L, implementing sound strategy and growth through advisor acquisition, retention, tenure and productivity; driving revenue and asset growth; effectively prioritizing the opportunities of the site; optimizing resources within the office; effectively managing recruiting pipeline with quality EAR (Experienced Advisor Recruit) candidates.Responsibilities*Develop personal book of business and drive personal practice. Facilitate effective sales meetings and holding workplace/corporate seminars. Service the client: analyzing client cases and providing a broad set of product solutions.*Drive growth in number of overall office Assets Under Management (AUM), High Value Clients (HVC) acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients.*Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Work with CD or RVP to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support.*Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations.*Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Line of site to external environment and strong awareness of local and national competitors.*Develop localized recruiting strategy (including EAR, practice acquisition and Targeted Career Changer (TCC)) based on in-depth region knowledge, market conditions and performance of the competition. Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates. Develop site's unique value proposition and grow overall number of advisors in site utilizing localized recruiting strategies.*Identify teaming opportunities and drive Teaming strategy across the site, facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Train and develop advisors emphasizing our unique Dream\u0026gt;Plan\u0026gt;Track strategy.*Quarterly Periodic Business Reviews with CD, RVP and Regional Sales Director (Advisor Business Development Group). Bi-weekly results review with CD (key metrics, high potential advisors, etc). Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff.Required Qualifications*College Degree, MBA Preferred.*5+ yrs experience.*FINRA Series 7, 24, 63/66, 65/66 and 9/10 required.*Maintain the appropriate principal registrations to supervise sales of all products available.*Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising.*Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66).*Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.*Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66).Preferred Qualifications*MBA Preferred.*CFP Designation.About Our CompanyWith the right company, life can be brilliant. At Ameriprise, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.