Lead Client Support Associate

The Lead Client Support Associate position in the Ameriprise Advisor Center (AAC) delivers advanced level support and service to clients and advisors, delivering a high quality client experience. Includes listening for opportunities to engage clients in additional business (service to sales). Responsible for transacting business and escalated call resolution from clients by working efficiently with the New Business Setup Tool and other systems. The lead CSA is responsible for the onboarding, coaching and mentoring of newly hired and promoted CSAs across the AAC.
Key Responsibilities

• Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Prepare Client Relationship Manager and Financial Consultant for sales presentations and interactions with clients. Provide advanced level financial plan preparation. Liaison between Solution Specialists and Client Relationship Manager/Financial Consultants to prepare product recommendations. Accountable for ensuring team's financial planning pipelines are up to date and team members are following through on planning.
• First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.
• Responsible for onboarding and training of newly hired and promoted CSAs across the AAC. Provide advanced coaching to CSAs through 1:1 interactions as well as through group training sessions on key activities.
• Lead, participate in and provide subject matter expertise on special project initiatives across multiple teams within the AAC.
• Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.

Required Qualifications

• High school or GED.
• 1+years of relevant experience.
• Current FINRA Series 7
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
• Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
• Previous experience delivering outstanding client service.
• Detail oriented, strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and prioritize effectively.
• Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

Preferred Qualifications

• Bachelor's degree or equivalent.
• CFP, CRPC
• Previous sales experience or exposure preferred.

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AWMBD Advice and Wealth Mgmt and Business Development