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Key Responsibilities
Provide general reception and office support, accountable for general office responsibilities including support to the Branch Manager and Operations Leader.
Process invoices and expense reports, order supplies, prepare reports, provide administrative support to the branch, compliance record keeping, etc.
Provide support for marketing, client acquisition events and activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc.
Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement.
Required Qualifications
Associate (2-year) degree or equivalent.
1 -3 years relevant experience required.
Ability to function in a fast-paced environment and maintain operational quality, demonstrated integrity.
Excellent interpersonal skills to interact efficiently with clients during phone calls, emails or in person.
Effective written and verbal communication skills, strong client service orientation.
Strong ability to multi-task and balance multiple priorities, strong attention to detail.
Proficient with standard software and office equipment.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Full Time
Insurance
$67k-86k (estimate)
07/11/2024
09/10/2024
ameripriseadvisors.com
MINNEAPOLIS, MN
7,500 - 15,000
1971
JIM CRACCHIOLO
$1B - $3B
Insurance
We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.
The job skills required for Client Service Coordinator include Client Service, Customer Service, Financial Services, Verbal Communication, Administrative Support, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Coordinator. Select any job title you are interested in and start to search job requirements.
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