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.

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.

Client Support Associate

Key skills