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Form of workAbout Us:
Jensen & Associates is a Private Wealth Advisory practice of Ameriprise Financial located in Chicago, IL. Our mission is to partner with clients in a long-term, trusted financial advisory relationship; deliver objective and tailored financial advice while bringing our clients the peace of mind that comes from having a plan to achieve financial freedom. A Client Service Associate within our practice will consistently follow high standards of professional ethics and will adhere to regulatory and internal compliance requirements to operate in our clients’ best interest.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
The practice has worked almost entirely remote for three years through the utilization of Microsoft Teams video conferencing software and currently works across time zones with multiple team members. Our success in working remotely allows for us to consider candidates who do not reside in Chicago as well. Candidates are however required to reside within the United States.
Job Responsibilities:
Develop a working understanding of important topics in advice delivery such as retirement readiness, retirement paycheck design, goal tracking, workplace benefit reviews, insurance projections, savings strategies for goal achievement, among others.
Assist advisors in preparing client meetings for clients as assigned. This includes meeting presentations as well as relevant materials such as reports, illustrations, brochures, new business paperwork, etc.
Execute all tasks from client meetings such as trades and transactions. Ensure successful submission of new business paperwork, preparing and transmitting required documentation to Ameriprise’s corporate office, and coordinating retirement plan rollovers.
Complete all follow up documentation from client meetings, including entering new data received into financial planning and client relationship management tools.
Respond to ad-hoc client requests received or assigned.
Assist clients with engaging with Ameriprise technology.
Qualified candidate must have or be able to demonstrate:
High-attention to detail and organization
Demonstrated math, analytical and reasoning skills
Effective, respectful and open-minded communication with clients, advisors and staff
Efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor & Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to consistently learn and grow
Required Qualifications:
Bachelor’s degree or equivalent
3-5 years’ experience working within a team-based, Client Service environment.
Extensive knowledge and use of Microsoft Office, including Outlook, PowerPoint, and Excel.
FINRA licensing not required but strongly preferred.
There are multiple career progression opportunities within the practice including becoming a financial advisor, leading our marketing and client relationship areas, and becoming a contributing member to our investment committee
Pay and Benefits:
Competitive hourly pay based on our industry analysis and your experience.
Legal Requirements:
Fingerprinting and background check is required for this position based on SEC Regulations
Encouraged to apply:
Those with experience within the financial services industry with an interest in private wealth management and direct Client Service and interaction.
Those with strong, demonstrated analytical skills and a genuine desire to grow within our practice.
Candidates that have gone through a recent career transition
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
