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Client Services Associate

Company: Ameriprise Financial
Location: Hoffman Estates
Posted on: January 22, 2023

Job Description:

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. - Business management is 50% of the role including submitting and tracking financial business, providing readily available information to clients, file preparation for review meetings, following up with our home office, documenting all client contact and running reports. - Client care is the other 50% of the role including interacting directly with clients to schedule meetings, maintaining client management system database, coordinating client appreciation events and answering calls from prospects and clients. - Financial services experience is recommended. -

Keywords: Ameriprise Financial, Hoffman Estates , Client Services Associate, Other , Hoffman Estates, Illinois

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