What are the responsibilities and job description for the Client Service Coordinator position at Ameriprise Financial Services, LLC.?
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.
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