SaginawRecruiter Since 2001
the smart solution for Saginaw jobs

Client Service Associate

Company: eFinancial Careers
Location: Saginaw
Posted on: March 28, 2020

Job Description:

Job Description Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our Saginaw office is growing and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for utilizing the client relationship model & turnkey tools. Activities may include, but are not limited to: servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In addition to supporting advisors, you'll be a part of our operations team to provide the branch with general administrative and reception support as needed. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Responsibilities --- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. --- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor 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 applications and coordinate rollovers. --- Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement. --- Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts. Required Qualifications --- Associate (2-year) degree or equivalent. --- 3-5 years Relevant Experience Required. --- Experience working in a client service environment. --- Detail orientated, strong math, and analytical skills. Good organization and time management skills. --- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision. --- Able to communicate with all levels within the organization. Process oriented and can work with a team. --- Strong computer and software skills. Preferred Qualifications Bachelors degree or equivalent.

Keywords: eFinancial Careers, Saginaw , Client Service Associate, Other , Saginaw, Michigan

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Shopper - Earn Up to $24/Hour After Your First 100 Orders
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Shopper - Earn Up to $24/Order After Your First 100 Orders
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Shopper - Flexible schedule, up to $22 an hour
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020


Shipt Shopper - Earn up to $22 an Hour to Grocery Shop!
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Shop for Shipt - connect with your local community
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Installation Subcontractor
Description: LeafFilter Gutter Protection Installers needed for immediate work as independent contractors. We provide in-depth knowledge so you can correctly and efficiently install our gutter protection system. We (more...)
Company: LeafFilter North, LLC
Location: Saginaw
Posted on: 04/5/2020

Lease Purchase - NEW: One Year Option
Description: Job Description br br IF YOU ARE LOOKING FOR COMPANY OR LEASE PURCHASE POSITION br br PLEASE
Company: TransX, Ltd.
Location: Royal Oak
Posted on: 04/5/2020

Shop for Shipt - work when you want, earn great pay
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Shopper Part Time
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Grocery shopping pro - earn great pay on flexible hours
Description: Help people get what they need while earning extra income. Shipt is a marketplace that provides fresh produce, household essentials, and more from trusted local stores. There''s never been a better
Company: Shipt
Location: Royal Oak
Posted on: 04/5/2020

Log In or Create An Account

Get the latest Michigan jobs by following @recnetMI on Twitter!

Saginaw RSS job feeds