1. Choose your Affinity Group

* Equal Opportunity / Affirmative Action

We serve Equal Opportunity Employers and are an Equal Opportunity Employer. The Professional Diversity Network has separate professional networking sites for different affinities, and in selecting the groups you identify with, you will be joined with those networks.

Note: Providing this information is strictly voluntary - you will not be penalized or subjected to adverse treatment. If you choose not to provide this information, simply select "Choose not to identify."

2. Choose Method
X
Sign in with LinkedIn
Sign in with Facebook
OR

Tell us about yourself

Client Service Coordinator
at Ameriprise Financial
Chicago, IL

Client Service Coordinator
at Ameriprise Financial
Chicago, IL

Save or bookmark jobs as you go and access them anytime later with your account.

Contacts

Description

Job Description
Provide general office support, administrative support to the branch manager and operations leader and other run the business support activities. Provide administrative support to advisors, which includes check scanning, mail handling, website updates, expense reports, etc. Act as the face of the branch, thus requiring excellent client service skills and professionalism.
Responsibilities
* Provide general reception and office support; accountable for general office responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, prepare reports, provide administrative support to the branch (check scanning, mail handling, etc.), compliance record keeping, etc.
* Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. Website updates.
Required Qualifications
* Associate (2-year) degree or equivalent.
* 1 -3 years Relevant Experience Required.
* Ability to function in a fast paced environment and maintain operational quality, demonstrated professionalism.
* Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person.
* Effective written and oral communication skills, strong client service orientation.
* Ability to handle multiple priorities, strong attention to detail.
* Proficient with standard software and office equipment.
About Our Company
With the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.
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 EEO is the Law poster is available here.
VEVRAA Federal Contractor
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.

Similar Jobs

See All »

Other Jobs at Ameriprise Financial

See All »