Career opportunities

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) in managing office work flow with an emphasis on creating and delivering a unique client experience. Consistently follow high standards of business and professional ethics and legal and regulatory requirements.

Provide client relationship support through interacting directly with clients to ensure accurate account set up, answering client questions, coordinating/tracking projects and perform other practice management tasks such as organizing client seminars.

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:

Business management

• Work with home office to ensure accurate account setup and resolve issues
• Answer questions and provide readily available information to clients
• Maintain files and records
• Provide insight on effective use of key tools (website, social media, email, etc.)

Client Care

• Set up and maintain client management system
• Write letters to clients and administer client appreciation events and seminars
• Attend and participate in client meetings as necessary
• Conduct transaction requests as directed
• Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor

Key traits of a successful Client Service Associate/Manager:

• Effective communication with clients, advisors and staff
• Strong computer and phone skills
• Efficient time management, attention to detail, organization, and multi-tasking skills
• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

• College degree or higher
• 2+ years of related experience
• Have or be to able obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

Help conduct the operation of a financial advisory practice with anindependent franchisee of Ameriprise Financial. Assist in daily businessoperations allowing the advisor to focus on client acquisition and deepeningclient relationships.

Provide support across the business through a variety of differentprojects that may include scheduling meetings, preparing client communications,tracking new business correspondence, setting up and maintaining the clientmanagement system, and coordinating marketing events.

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:

Business Management Projects

• Schedule and prepare agendas and forms for client appointments
• Sit in on client meetings
• Answer client questions
• Copy and follow-up with home office on related issues
• Assist the others in the practice
• Assess the practice’s online and local presence and provide recommendations for improvements
• Coordinate practice marketing events

Client care

• Greet and extend hospitality to clients and document client communications
• Conduct client appointment reminder calls and check-in calls on follow up items
• Prepare correspondence for advisor signature
• Set up and maintain client management system

Key Traits of a Successful Intern:

• Direct attention to detail and organization
• Effective communication with clients, advisors and staff
• Strong computer and phone skills
• Efficient time management, organization, attention to detail, and multitasking skills
• Ability to adhere torules and regulations as stated and required by advisor and AmeripriseFinancial
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to continually learn and grow

Education and Other Designations:

• High school degree or higher
• Enrolled college student (Preferably Sophomore or Junior status)