Vice President, Client Service driving strong client relationships and managing service agreements in a financial context. Leading business development and mentoring team members.
About the role
- Client Support Associate engaging in client interactions and financial planning process. Preparing Client Relationship Managers and ensuring compliance while supporting financial services.
Responsibilities
- Responsible for client interactions including converting service calls to sales opportunities from inbound client calls.
- Preparing Client Relationship Managers for sales presentations and interactions with clients.
- First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process.
- Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process.
- Gathering and documenting information to ensure compliance requirements are met.
- Liaison between Product Specialists and Client Relationship Managers to come up with recommendations.
- Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities.
- Maintain all appropriate FINRA/other licenses and requirements up to date.
Requirements
- High school or GED.
- 1+years of relevant experience.
- Current FINRA Series 7 State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
- Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
- Previous experience delivering outstanding client service.
- Detail oriented, strong math and analytical skills.
- Good organization and time management skills.
- Ability to manage multiple priorities and prioritize effectively.
- Process oriented and ability to work in a team environment.
- Knowledge of financial services products/services.
- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
Benefits
- Professional development opportunities
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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