This job was posted by https://www.azjobconnection.gov : For moreinformation, please see: https://www.azjobconnection.gov/jobs/6301064\"Do you have experience in the financial services industry and want toadvance your career with an industry-leading firm? Our office is growingand we are looking for a Client Service Associate to join our operationsteam! The Client Service Associate (CSA) is an integral part of advisorand branch support; responsible for utilizing the client relationshipmodel and turnkey tools. Activities may include, but are not limited to:servicing clients by capturing & analyzing client data, helping preparefinancial plans, working with clients to process transactions & trades &other practice management tasks as needed. In addition to supportingadvisors, you\'ll be a part of our operations team to provide the branchwith general administrative and reception support as needed. AtAmeriprise Financial, we take pride in providing our clients with apersonalized experience every step of the way; if you prosper in anenvironment where you can help others and if you enjoy creating apositive impact on client\'s overall experience, we invite you to takeyour career to the next level by applying to join our team today!Lookingto advance your career further through licensing? We are dedicated toyour career development through training, mentoring and licensingsupport - it\'s all about helping you effectively develop to reach yourfull potential!Key ResponsibilitiesAssist advisor in servicing clientsincluding preparing financial plans, conducting investment research andcompleting trades and transactions as described by the advisor.Prepareand summarize client meetings by scheduling and confirming meetings,enter data into contact manager, create the agendas and summaries ofmeetings, escort clients to advisor and provide essentialfollow-up.Prepare and ensure new business paperwork is submitted in goodorder which includes preparing forms, obtain appropriate signatures,prepare documentation to send to home office, track new insuranceapplications and coordinate rollovers.Prepare for and coordinatemarketing events which includes creating marketing compliancedocumentation and managing event marketing reimbursement.Provide generaladministrative duties such as answering the advisor\'s phone, processexpense management reports, prepare routine client correspondence,support for closes, set up of client files, copy and new businesscorrespondence and alerts.Required QualificationsAssociate (2-year)degree or equivalent3-5 years Relevant Experience RequiredExperienceworking in a client service environment.Detail orientated, strong math,and analytical skills. Good organization and time management skills.Ableto manage multiple priorities and prioritizes effectively. Able toindependently work with minimal supervision.Able to communicate with alllevels within the organization. Process oriented and can work with ateam.Strong computer and software skills.PreferredQualificationsBachelors degree or equivalentAbout Our CompanyWe\'re adiversified financial services leader with more than \$1 trillion inassets under management and administration. Our team of 20,000 people inmore than 20 countries advise, manage and protect the assets and incomeof more than 2 million individual, small business and institutionalclients. We are a long-standing leader in financial planning and advice,a global asset manager and an insurer. Our unwavering focus on ourclients and strong financial foundation connects each of our uniquebusinesses - Ameriprise Financial Services, Columbia ThreadneedleInvestments and RiverSource Insurance and Annuities. Here, we fostermeaningful careers, invest in the future, and make a difference forclients, institutions and communities around the world.AmeripriseFinancial is an equal opportunity employer. We consider all qualifiedapplic nts without regard to race, color, religion, sex, nationalorigin, genetic information, age, sexual orientation, citizenship,gender identity, disability, veteran status, marital status, familystatus or any other basis prohibited by law.Full-Time/Part-TimeFulltimeExempt/Non-ExemptNon-ExemptJob Family GroupBusiness Support &OperationsLine of BusinessAAG Ameriprise AdvisorGroupPDN-9b1441e8-0bff-488a-b388-4fe242d4dc1b\"