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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