This job was posted by https://www.azjobconnection.gov : For moreinformation, please see: https://www.azjobconnection.gov/jobs/6300527\"Do you have financial planning experience and want to advance yourcareer with an industry-leading firm? Ameriprise Financial is America\'sleader in financial planning and ranked #1 in customer loyalty. As aRegistered Client Service Associate, you will provide dedicated supportto a high producing advisors by preparing portfolio materials for clientmeetings, leverage your analytical skills to build financial plans, andmanage client interactions to retain and develop deeper relationships.At Ameriprise Financial, we take pride in providing our clients with apersonalized experience every step of the way; if you thrive in anenvironment where you can help others and create a positive impact on aclient\'s overall experience, we invite you to take your career to thenext level by applying to join our team today!Key ResponsibilitiesAssistadvisor in servicing clients including preparing financial plans,conducting investment research and completing trades andtransactions.Prepare and summarize client meetings by scheduling andconfirming meetings, enter data into contact manager, build the agendaand summary of meetings, escort clients to advisor and provide vitalfollow-up.Prepare and ensure new business paperwork successfullysubmitted 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 crafting marketing compliancedocumentation and managing event marketing reimbursement.Provide generaladministrative duties such as answering the advisors phone, processingexpense management reports, prepare routine client correspondence,support for closes, set up of client files, copy and new businesscorrespondence and alerts.Required QualificationsBachelors degree orequivalent3 - 5 years Relevant Experience RequiredSeries 7 or ability toobtain within 150 daysState securities agent registration (S63 or S66)or ability to obtain within 150 daysExperience working in a clientservice environment.Detail orientated, strong math, and analyticalskills. Good organization and time management skills.Able to managemultiple priorities and prioritizes effectively. Able to independentlywork with minimal supervision.Able to communicate with all levels withinthe organization. Process oriented and can work with a team.Strongcomputer and software skills.Preferred QualificationsState IARregistration (S65 or S66) or ability to obtain within 150 daysLife,Accident, and Health licenses & Variable Contracts or ability to obtainwithin 150 daysAbout Our CompanyWe\'re a diversified financial servicesleader with more than \$1 trillion in assets under management andadministration. Our team of 20,000 people in more than 20 countriesadvise, manage and protect the assets and income of more than 2 millionindividual, small business and institutional clients. We are along-standing leader in financial planning and advice, a global assetmanager and an insurer. Our unwavering focus on our clients and strongfinancial foundation connects each of our unique businesses - AmeripriseFinancial Services, Columbia Threadneedle Investments and RiverSourceInsurance and Annuities. Here, we foster meaningful careers, invest inthe future, and make a difference for clients, institutions andcommunities around the world.Ameriprise Financial is an equalopportunity employer. We consider all qualified applicants withoutregard to race, color, religion, sex, national origin, geneticinformation, age, sexual orientation, citizenship, gender identity,disability, veteran status, marital status, family status or any otherbasis prohibited by law.Full-Time/Part-TimeFulltimeExempt/Non-ExemptNon-ExemptJob Family Gro pBusiness Support &OperationsLine of BusinessAAG Ameriprise AdvisorGroupPDN-9afbf308-773e-463c-b79d-74a86339c856\"