1 Registered Client Service Associate Job in Winchester, MO
Ameriprise Financial is Hiring a Registered Client Service Associate Near Winchester, MO
Job Overview:
We are seeking a highly motivated and detail-oriented individual to join our team as a Registered Client Associate. As a Registered Client Associate, you will play a crucial role in providing exceptional customer service and support to our clients in the financial services industry. This is an excellent opportunity for someone who is passionate about building relationships, has strong communication skills, and is interested in the financial services sector.
Responsibilities:
- Assist clients with account management tasks, including opening new accounts and processing transactions
- Provide support to financial advisors in preparing client presentations and reports
- Analyze market trends and provide insights to clients regarding investment opportunities
- Collaborate with cross-functional teams to ensure seamless execution of client requests
- Assist with project management initiatives to improve operational efficiency
Qualifications:
- Bachelor's degree in finance, business, or a related field
- FINRA Series 7 or ability to obtain within 150 days
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
-Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
- Previous experience in the financial services industry is preferred
- Strong knowledge of financial products and services
- Excellent communication skills, both verbal and written
- Proficiency in customer relationship management (CRM) software
- Ability to analyze complex financial data and provide recommendations
- Strong organizational skills with the ability to prioritize tasks effectively
- Exceptional attention to detail and accuracy
- Ability to work independently as well as collaboratively in a team environment
If you are looking for a challenging yet rewarding career in the financial services industry, we encourage you to apply for the position of Registered Client Associate.
Job Type: Full-time
Pay: From $18.00 per hour
Expected hours: 40 per week
Benefits:
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
Compensation package:
- Bonus opportunities
Schedule:
- Day shift
- Monday to Friday
- No nights
- No weekends
Ability to Relocate:
- Winchester, MO 63011: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$54k-71k (estimate)
05/08/2024
09/03/2024
ameriprise.com
MINNEAPOLIS, MN
7,500 - 15,000
1987
JAMES M CRACCHIOLO
$10B - $50B
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About Ameriprise Financial
Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7.
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The job skills required for Registered Client Service Associate include Customer Service, Initiative, Products and Services, Communication Skills, Attention to Detail, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
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Maintain and update files as required by Financial Advisors on products and clients.
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Monitor current client portfolios by reviewing performance quarterly.
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Respond to phones and messages along with client requests.
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Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
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Step 3: View the best colleges and universities for Registered Client Service Associate.
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