Online Customer Service Jobs | Work from Home Jobs Openings 2022

Job Responsibilities: Client Service Associate

Salary: ₹25,000 a month

Company: Ameriprise Financial

Location: Remote

Education Qualification: Bachelor’s Degree

Age: 18 years or above

Responsibilities

  • Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting
  • investment research and completing trades and transactions (Money movement, new account opening, etc.)
  • as described by the advisor
  • Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and
  • summary of meetings 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/ annuity
  • applications and coordinate rollovers
  • Prepare for and coordinate marketing events which includes creating marketing compliance documentation

Click Here: Apply Now

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