WhitePlainsRecruiter Since 2001
the smart solution for White Plains jobs

Client Service Associate/Manager

Company: Ameriprise Financial
Location: White Plains
Posted on: September 8, 2019

Job Description:

Job DescriptionStep into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning 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(s) and associate financial advisor(s) 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.ResponsibilitiesResponsibilities 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, 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 practiceClient 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 advisorRequired QualificationsKey Traits of a Successful Client Service Associate/Manager
      • Direct attention to detail and organization
      • Effective communication with clients and other advisors/staff
      • Effective and efficient time management
      • Polite and clear phone manner
      • Ability to multi-task
      • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
      • Ability to support and provide guidance for compliance within the advisor's practice
      • Positive attitude and sincere willingness to constantly learn and growEducation and Other Designations:
        • College degree or higher
        • 2+ years of similar experience

Keywords: Ameriprise Financial, White Plains , Client Service Associate/Manager, Executive , White Plains, New York

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Corporate & Business Strategy Manager - Payer
Description: br A career within Corporate and Business Strategy services, will provide you with the opportunity to help our clients solve their toughest problems and seize essential advantages by defining and evaluating (more...)
Company: PwC
Location: New York
Posted on: 09/16/2019

Digital Risk Solutions - Data Governance Manager
Description: A career in our SAP Risk Assurance practice, within Information Technology Risk Assurance services, will allow you to develop and apply strategies that help clients leverage enterprise technologies so (more...)
Company: PwC
Location: New York
Posted on: 09/16/2019

Sales Academy - Account Manager Junior - College Connect
Description: About CenturyLink br br CenturyLink NYSE: CTL is the second largest U.S. communications provider to global enterprise customers. With customers in more than 60 countries and an intense focus on (more...)
Company: CenturyLink
Location: New York
Posted on: 09/16/2019


Project Manager/Assistant PM (Interiors)
Description: Job Description ul li Coordinate and oversee outside consultants and vendors to ensure projects are completed within time and budgetary
Company: Michael Page
Location: New York
Posted on: 09/16/2019

Clinical Director of Internal Medicine (MD) (Physician #)
Description: Title: Clinical Director of Internal Medicine MD Location: Hudson Valley, NY Industry: Healthcare Occupational Category: Physician Hours: Full-time Description: Hiring a Clinical Director of Internal (more...)
Company: TAL Healthcare
Location: Brooklyn
Posted on: 09/16/2019

Cybersecurity & Privacy - Identity & Access Director
Description: A career in our Identity and Access Management practice, within Cybersecurity and Privacy services, will provide you with the opportunity to help our clients implement an effective cybersecurity programme (more...)
Company: PwC
Location: Bellerose
Posted on: 09/16/2019

Corporate & Business Strategy Manager - Payer
Description: br A career within Corporate and Business Strategy services, will provide you with the opportunity to help our clients solve their toughest problems and seize essential advantages by defining and evaluating (more...)
Company: PwC
Location: Mineola
Posted on: 09/16/2019

Director Of Operations
Description: The Endoscopy Center of New York ECNY is a leading endoscopy ambulatory surgery center ASC located on the Upper East Side of Manhattan.--Our gastroenterologists - supported by anesthesiologists,
Company: The Endoscopy Center of New York
Location: New York
Posted on: 09/16/2019

Brand & Marketing Manager
Description: VR WORLD BRAND MARKETING MANAGER VR World NYC is the largest Virtual Reality Entertainment Destination in the US. We are looking for a Brand Marketing Manager to join our team as we transition from one (more...)
Company: VR World NYC
Location: New York
Posted on: 09/16/2019

Medical Device - Billing Manager - New York
Description: -My client is expanding and looking to hire a Billing Manager to oversee a group of 30 remote and on-site employees.-- The ideal candidate will take on the following
Company: Job Juncture
Location: New York
Posted on: 09/16/2019

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

White Plains RSS job feeds