Location: Tyler, TX
Company: Ameriprise Financial
maintain control over their financial lives. We educate, inform and empower clients by delivering the most accurate and timely financial information available and provide the highest quality of products and services. We also help co-ordinate with other professionals including attorneys, accountants, bankers and insurance agents.
Whether a client is planning for their retirement, their children's college or maximizing the potential of their businesses, having a solid game plan - in the form of a written financial plan - is a key prerequisite to effective and efficient financial management. We are looking for a self-motivated learner who wishes to pursue becoming a financial advisor in
the future. This position will learn all daily requirements to acquire new clients, service existing clients, and what it takes to provide a world-class experience.
The position provides the opportunity for candidate to help clients achieve financial goals and objectives within a top 100 team practice of a Fortune 250 company. Responsibilities may and can change to meet the needs of the practice and can include other duties as assigned by the advisors. Responsibilities: 30% Administrative / Office Management Complete, record and send all client correspondence Prepare correspondence for advisor signature Answer incoming calls Respond to email inquiries Greet and extend hospitality to clients,
prospects and guests Review work methods and procedures for possible quality improvements and implement where appropriate Attend Internal Meetings and collaborate with team members 20% Client care Assist with creation and implementation of concierge level client service platform and delivery model that is consistent and repeatable Open client accounts and work with home office to resolve issues Handling client checks, financial fee payments and funds transfer requests Research and resolve client issues Respond to and resolve client requests Utilize technology and tools where appropriate to automate and streamline service delivery Setup client website access and provide introductory instruction on client website to clients Answer questions and provide readily available information to clients Schedule client appointments and prepare agendas/forms for appointments Ensure all client meeting pre-work is received and processed in time for client meetings Conduct client appointment reminder calls and check-in calls on follow up items Notify team members of significant changes in client situation warranting additional care or changes in client service Set up and maintain client management system Document client contacts/notes in client management system Maintain files and records in accordance with the records retention policy Track client-specific special events (ie.
birthday, anniversary) and make appropriate contact per established client service model Answer unsolicited calls from prospects to schedule appointments or refer to advisor Review and respond to emails as necessary Perform Rollover Calls and walk clients through that process Monitor and update client suitability and make updates as needed 30% Transactions Execute client transactions in various systems Execute appropriate trades to align client portfolio with proposed product solutions Place trades on demand following meetings or Client Calls Brokerage trades, SPS Advantage Trades 20% Financial Planning Advice Gather and enter client data into Financial Planning Tool Suite Maintain client contact during the financial planning process Prepare preliminary case analysis, financial plan and planning recommendations Prepare Morningstar reports, charts, graphs, tables and other supporting documents to be used in meetings with clients Conduct analysis of client employer benefits to guide recommendations on benefit selection to support financial plan Provide ongoing financial planning status reporting Follow up on client workflow and timelines to ensure financial plan deliverable progress Conduct and/or participate in client meetings to present planning recommendations/deliver advice Upload and Deliver plan to the client Maintain physical case file Update Casework Tracker to prioritize, sort, and track progress on casework Other Job Requirements: Mandatory securities and insurance licensing within 6 months of employment Series 7, Series 66, Group 1 Insurance Interpersonal and communication skills are crucial as position will require regular dealings with clients and/or prospects Excellent written and verbal communication skills Time management skills are a must Strong ability to multi-task and work in a fast-paced environment Direct attention to detail and organization Desire to grow knowledge of mutual fund, securities, and insurance industries ongoing.
Ability to adhere to rules and regulations as stated and required by Advisor and the FINRA Proficiency in Microsoft Office & Windows 10 Specifically: Excel, Word, and Power Point Qualifications / Experience : Business Degree/Business Major, Finance preferred Salary : To be determined based upon experience and qualifications Full-Time Benefits: Retirement Plan: Simple IRA with employer match up to 3% (immediate 100% vesting).
Group Health Insurance. Group Life Insurance and Disability benefits. Paid time off (PTO): 13 days plus 6 major observed Holidays. Bonus Potential: Up to 20%. Based upon combination of job performance review and branch reaching annual goals. Bonus will be reviewed annually. Professional development reimbursement program. Additional information: Position requires a full background check with fingerprinting. Work Schedule: Hours of operation are Monday-Friday, 8:00am-5:00pm At Ameriprise Financial, 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 by embracing an inclusive and collaborative culture.
We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer.
We consider all qualified applicants without regard to race, color, religion, interaction, national origin, genetic information, age, interactionual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time PDN-9ae3cf45-d6e9-4b80-a3c8-7f78e54d51df
Customer service jobs involve assisting customers by providing information, answering questions, and resolving issues with a company's products or services. In this role, employees act as the front line of communication between a business and its clients, ensuring customer satisfaction and loyalty. Characteristics of these positions include strong communication skills, problem-solving abilities, and patience. Customer service representatives must be adept at listening, empathetic to customer concerns, and skilled at offering solutions. They work in various settings, including call centers, retail stores, and online platforms, and their goal is to foster positive experiences to build the company's reputation and customer base.
Customer service jobs involve assisting customers by providing information, answering questions, and resolving issues with a company's products or services. In this role, employees act as the front line of communication between a business and its clients, ensuring customer satisfaction and loyalty. Characteristics of these positions include strong communication skills, problem-solving abilities, and patience. Customer service representatives must be adept at listening, empathetic to customer concerns, and skilled at offering solutions. They work in various settings, including call centers, retail stores, and online platforms, and their goal is to foster positive experiences to build the company's reputation and customer base.
EXAMPLES OF WORK PERFORMED Assist customers at the counter and on the phone giving applications and/or information regarding various exemptions, valuations, address changes, mortgage coding, protesting their property values, Appraisal Review Board (ARB) procedures, and ownership changes Data entry to correct ownership through deeds, wills, heirship affidavits, divorce decrees, and judgments.
Correct acreage, splits combines, legal descriptions, State Property Tax Board codes, and bill codes Calculate effective size Remove mortgage codes and personal property links Process and enter ARB results and type letters to taxpayers Maintain paper trail on all work Research records at the County
Clerk's office, retrieve deeds and plats Deliver and pick up mail at the County Tax office Perform repetitive, basic key entry and/or verification Become familiar with program features and codes Learn to communicate with computer for information retrieval and verification without immediate physical document Responsible for updating all ownership and legal description changes in the computer Responsible for researching the chain of ownership either in-house or in the County Clerk's office Work harmoniously with taxpayers Perform other work as assigned GENERAL QUALIFICATIONS AND REQUIREMENTS EXPERIENCE AND TRAINING The Deed Clerk should have some training or practice on key entry device and have
knowledge and be able to operate 10 key calculator.
The Deed Clerk should have completed in-house training under experienced personnel on direct data entry device and be able to demonstrate knowledge of program on direct data entry device and information retrieval. The Deed Clerk should be able to read and understand legal documents pertaining to property ownership and field notes. EDUCATION High School diploma or G. E. D. equivalency, including course in typing or operation of a key entry device KNOWLEDGE, SKILLS AND ABILITIES The Deed Clerk should possess some knowledge of the capabilities of key entry devices and have touch-typing skill sufficient to reach approximately 40 w.
p. m. The Deed Clerk must be able to retain knowledge learned during the training process and have the ability to memorize a series of procedural steps. The Deed Clerk should demonstrate mental alertness to detect and resolve error conditions and to effectively communicate with the computer as well as judgment in selecting and transcribing data from documents that have not been pre-examined or coded to assure minimum, verified input on accounts. The Deed Clerk must be able to work under the pressure of rigid cycles of fluctuating production schedules and have the ability to follow oral and written instructions and to work harmoniously with fellow employees and with the public.
Bilingual preferred (English/Spanish) PHYSICAL DEMANDS Continuous sitting, twisting upper body, frequent standing, walking, kneeling, squatting, bending, carrying, pushing, and lifting up to 30 pounds. ENVIRONMENTAL FACTORS Indoor activity with constant exposure to video display computer terminals, daily interfaces with property owners, the general public, and tax representatives. Occasional noise. CONDITIONS OF EMPLOYMENT Agrees to comply with all written District Employee Policies and Procedures Bastrop Central Appraisal District is an Equal Opportunity Employer.
Final candidate subject to background check.
Customer service jobs involve roles where individuals assist customers by providing information, answering questions, and resolving problems related to products or services. A key feature of these jobs is the focus on enhancing customer satisfaction and fostering positive relationships. Occupants of these positions often need strong communication skills, patience, and problem-solving abilities. They can be found in various sectors like retail, finance, hospitality, and tech. Customer service jobs may include in-person roles, such as a store clerk, or remote positions, like a call center agent. Flexibility and adaptability are also important, as customer service representatives must handle diverse inquiries and sometimes deal with challenging situations.
