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Sr Associate Series 6
| Details |
Country: USA
Location: MN Minneapolis
Total applied: 1
Relevant Work Experience: Less than 1 Year
Job Type: Employee
Job Status: Full Time
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Sr Associate Series 6
Description:
Provides service on Estate Settlements for Mutual Funds, Certificates, Brokerage/Wrap and Annuity products via phone and paperwork. Reviews and verifies the beneficiaries on accounts, sends out requirement letters, checks in mail, acts as contact for advisors and benes for questions via a phone queue and individual extensions. Processes transactions and change of ownerships.
Qualifications:
NASD Series 6 (or 7), ability to learn quickly very detailed and complex information. Strong communication skills and ability to manage multiple priorities. Strong comprehension skills; highly organized. Experience in one or more of the following products: Funds, Certificates, Brokerage/Wrap or Annuities.
Salary/Benefits: Salary commensurate with experience
Enjoy many advantages such as competitive benefits to eligible employees (including medical, dental, and vision plans). We also offer tuition reimbursement, dependent care assistance, domestic partner benefits, 401K and company paid retirement, generous paid time off, flexible work schedules, alternative work arrangements, legal assistance, discounts on financial planning and more! Ameriprise Financial is an equal opportunity employer.
Job Location: Minneapolis, MN
Job Number: 103
Company URL: http://ameriprise.com/welcome/careers
Company Profile:
Ameriprise Financial has more than 110 year history as a leading provider of financial services. We have over 2.5 million individual, business and institutional clients, and more than $420 billion in assets owned, managed, and administered as of June 2005. We offer and distribute an array of investment and insurance protection products and services that can help our clients stay on track toward their financial goals. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our 12,000 knowledgeable advisors who help our clients prepare for what is next.
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