Client Service Associate- Ameriprise Financial Services, Inc.
Assigned to the employee advisor or branch, utilizing the client relationship model & turnkey tools to assist & support the advisor in building efficiencies, growing of their practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch.
-Associate (2-year) degree or equivalent. -Relevant Experience Required-3 to 5 years. -Experience working in a client service environment. -Detail orientated, strong math, and analytical skills. Good organization and time management skills. -Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision. -Able to communicate with all levels within the organization. Process oriented and can work with a team. -Strong computer and software skills.
Email resume to Jessica.firstname.lastname@example.org
Location/Region: Waterville, ME (US - 04901)