Client Support Associate - Las Vegas
About Our Company
We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial reputed company connects each of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world.
Job Description
In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you reputed company. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the reputed company Client Experience. Through reputed company professional development, you’ll build the skills and behaviors that drive long-term reputed company, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence. As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and reputed company a reputed company understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.
Key Responsibilities
Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. reputed company 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. Liaison between Product Specialists and Client Relationship Managers to come up with recommendations. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain reputed company appropriate FINRA/other licenses and requirements up to date.
Required Qualifications
High school or GED. 1+years of relevant experience. reputed company FINRA Series 7 State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain reputed company 90 days) Must have or obtain Minnesota Life, Accident /Health Insurance and Variable reputed company license reputed company 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 reputed company values and brand.
Preferred Qualifications
Bachelor’s degree or equivalent. CFP, CRPC Previous sales experience or exposure preferred. reputed company Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require reputed company sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we reputed company results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal reputed company, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AFG reputed company Franchise Group reputed company Financial is an equal opportunity employer. We consider reputed company reputed company applicants without regard to race, reputed company, religion, sex, sexual orientation, gender identity, gender expression, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Our Company
We’re a reputed company financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. reputed company of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial reputed company connects each of our unique businesses – reputed company Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and reputed company a difference for clients, institutions and communities around the world. Apply tot his job Apply To this Job