Ameriprise Financial, Inc

Client Service Associate

Ameriprise Financial, Inc • $65K — $100K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree from a four-year college or university
  • 2-5 years of experience in a client service role
  • Eligibility to obtain Series 7, Series 66, and state insurance licenses within 150 days
  • Strong interpersonal and client service skills
  • Detail-oriented with strong analytical abilities
  • Proficient in Microsoft Office and Salesforce/CRM
  • Desire to pursue Associate Financial Advisor role and CFP designation

Responsibilities

  • Develop understanding of retirement readiness and financial goals
  • Assist in preparing client meeting materials and presentations
  • Document follow-up actions from client meetings
  • Manage submission of new business paperwork efficiently
  • Utilize Ameriprise tools for improving client service
  • Guide clients in using Ameriprise technology
  • Learn compliance regulations relevant to the industry
  • Maintain high ethical standards in all business interactions

Benefits

  • Opportunity for growth into Associate Financial Advisor role
  • Supportive team environment emphasizing professional development
  • Access to established tools and resources for effective practice
  • Engagement with a variety of financial planning topics
  • Opportunity to cultivate long-term client relationships
Full Job Description
This position is with an Ameriprise Financial Franchise owner.

Job Description

Company Services: Tourmaline Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Chicago, IL. We are an independently owned & operated franchise of Ameriprise Financial LLC. At Tourmaline Wealth Advisors, our team is committed to helping busy people simplify their financial lives and navigate the complexity that comes with increasing wealth.

Position Summary: The Client Service Associate position helps to conduct the smooth operation of a fast-paced and friendly private wealth advisory practice and assists in the daily business operations by managing client contact and services to ensure client satisfaction. Provides assistance in a variety of administrative and client service functions with a strong emphasis on professionalism. This role has a close working relationship with the lead advisor (s) within the practice.

Qualifications:
  • Bachelor's degree from a four-year college or university.
  • 2-5 years of relevant experience within a team-based, client service environment.
  • Already have or be able to study for and pass exams (within 150 days of employment) for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
  • Strong client service and interpersonal skills for building long term client relationships.
  • Strong work ethic, team player and a high degree of professionalism.
  • Strong computer and software skills. An understanding of Microsoft Office and Salesforce/CRM is highly preferred.
  • Detail-oriented, strong math, and analytical skills.
  • Ability to adhere to rules and regulations as stated and required by the practice and Ameriprise Financial LLC.
  • Excellent time management skills and superior attention to detail. Ability to work independently.
  • A strong desire to be developed into an Associate Financial Advisor role, along with obtaining a CFP.


Position Responsibilities:
  • Develop a working understanding of important topics in advice delivery such as retirement readiness, goal tracking, workplace benefit review, employee stock ownership, insurance projections, savings strategies for goal achievement, among others.
  • Assist advisor(s) in preparing client meetings for clients as assigned. This includes meeting presentations/agendas, as well as relevant materials such as reports, illustrations, brochures, new business paperwork, etc.
  • Complete all follow up documentation from client meetings, including entering new data received into financial planning tools and client relationship management tool (Salesforce/CRM).
  • 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.
  • Utilizes the tools and resources developed by Ameriprise Financial LLC for optimal practice effectiveness and efficiency, leading to a superior client experience.
  • Assists clients with engaging with Ameriprise technology.
  • Displays willingness to learn all compliance regulations consistent with applicable law and Broker Dealer requirements, as it pertains to the financial services industry.
  • 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 allows the individual the opportunity for growth into an Associate Financial Advisor role.


Legal Requirements:
  • Fingerprinting and background check is required for this position based on SEC Regulations.


Base Pay Salary

The salary will be $65,000-$75,000 un-registeredand $80,000-$100,000 registered.

Full-Time/Part-Time

Full time

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Finance & Insurance
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ
AMP
* Ladders Estimates

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