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Client Service Associate

Posted: 02/04/2024

Company Description: Ameriprise Financial Services, LLC is a leading financial advisory firm that has helped clients feel confident about their financial futures for over 125 years. The company has a network of over 10,000 financial advisors who offer personalized financial advice to clients across all 50 states.

This position is located in Pella, IA for The McCulla Group, a financial advisory practice of Ameriprise Financial Services LLC.

Role Description: This is a full-time, on-site role for a Client Service Associate. The Client Service Associate will be responsible for day-to-day tasks associated with client services and customer support which includes processing transactions, responding to client inquiries, calling clients for appointments, resolving client issues, and contributing to business growth.

Qualifications: Client Services and Customer Support experience. Excellent Communication skills. Customer Service skills. Strong Attention to detail. Ability to multitask and proficient time management skills. Proficient in Microsoft Office suite and other relevant technology applications. Ability to work as part of a team.

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