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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