Job Description:
Ameriprise Financial is seeking a dedicated Account Support Representative to join our team in Dunedin, Otago, NZ. As an Associate Level position, the Account Support Representative will play a vital role in providing comprehensive support to our clients and financial advisors. This is a part-time position with a requirement of 4 years of experience in a similar role.
Responsibilities:1. Assist clients with account inquiries and transactions.2. Process account paperwork accurately and efficiently.3. Provide administrative support to financial advisors.4. Maintain client records and ensure data accuracy in the CRM system.5. Collaborate with team members to deliver exceptional service to clients.6. Assist with organizing client events and seminars.7. Adhere to compliance and regulatory requirements.8. Participate in ongoing training and development opportunities.
Requirements:1. Previous experience in a similar role for a minimum of 4 years.2. Reliable and hardworking individual who can handle multiple tasks efficiently.3. Strong teamwork and decision-making skills.4. Excellent communication and interpersonal skills.5. Proficiency in Microsoft Office suite and CRM systems.6. Ability to work independently and as part of a team.7. Bachelor's degree in Finance or related field is preferred.
Benefits:- Dental insurance- Paid Time Off (PTO)- Joining Bonus
Working Environment:At Ameriprise Financial, we strive to pave the way for diversity and inclusivity, creating a culture of belonging where every team member feels valued and respected. As an Account Support Representative, you will be part of a supportive and collaborative team environment where your contributions are appreciated.
Equal Opportunity Statement:Ameriprise Financial is an equal opportunity employer and is committed to diversity in the workplace. We celebrate and embrace differences in race, gender, age, religion, and background, and we believe that diversity strengthens our team and our ability to serve our clients effectively. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.
Deadline to apply: ********
Join Ameriprise Financial as an Account Support Representative and be a part of a dynamic team that values diversity, inclusivity, and hard work. Apply now!How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.
