Ameriprise Financial Registered client service associate - Overland Park, KS in Overland Park, Kansas
This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/ada/r/jobs/10695884 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.ResponsibilitiesnAssist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.nPrepare 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.nPrepare 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.nPrepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.nProvide 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 QualificationsnBachelors degree or equivalent.n3 - 5 years Relevant Experience Required.nSeries 7 or ability to obtain within 150 days.nState securities agent registration (S63 or S66) or ability to obtain within 150 days.nState IAR registration (S65 or S66) or ability to obtain within 150 days.nLife, Accident, and Health licenses or ability to obtain within 150 days.nExperience working in a client service environment.nDetail orientated, strong math, and analytical skills. Good organization and time management skills.nAble to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.nAble to communicate with all levels within the organization. Process oriented and can work with a team.nStrong 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.