Online Customer Service Jobs Work From Home | Jobs From Home Without Any Investment

By | February 7, 2022

online customer service jobs work from home

Job Title: Client Service Associate

Salary Package: 15000 – 25000 a Month

Work Exp: 0 – 1 years

Company Name: Ameriprise Financial

Job Location: Remote

Qualification Required: 10th, 12th, Graduation or Any

Language: English/Hindi

Job Info –

  • Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting
  • investment research and completing trades and transactions (Money movement, new account opening, etc.)
  • as described by the advisor
  • Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and
  • summary of meetings and provide necessary follow-up
  • Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain
  • appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity
  • applications and coordinate rollovers
  • Prepare for and coordinate marketing events which includes creating marketing compliance documentation

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