Talent.com

Client success manager Jobs in Henderson, NV

Create a job alert for this search

Client success manager • henderson nv

Last updated: 1 day ago

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Henderson, Nevada
Full-time +1

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loy... Show more

Manager

Capriotti's HendersonHenderson, NV, US
$14.00 hourly
Full-time

Weekly Salary plus daily tips and potential monthly bonus.Capriotti’s Sandwich Shop is a dynamic, Fast Casual restaurant company with over 100 shops, with an aggressive growth plan.We are currently... Show more

Client Account Specialist - Remote

Unlock Potential 360Henderson, NV, us
Remote
Full-time

We are in a multi-trillion dollar industry because people need our help.This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathw... Show more

Independent Client Experience Consultant (Remote)

Travel with LaniHenderson, NV, United States
Full-time

Independent Client Experience Consultant (Remote).Henderson, Nevada, United States Or refer someone Job Openings Independent Client Experience Consultant (Remote).About the Job Independent Client E... Show more

Work From Home - Client Services Associate

Global Elite TexasHenderson, Nevada, United States, 89002
Remote
Full-time

Work From Home - Client Services Associate.Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work fro... Show more

Client Relationship Consultant 2 (Banker) - Green Valley Henderson (38hrs)

U.S. BankHenderson, NV, United States
$20.25 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Operations Manager

Boxzooka E Fulfillment LLCHenderson, NV, USA
Full-time
Quick Apply

Secaucus, NJ with locations throughout the country.This "Jack (or Jill!) of all trades".In any case, this person would.The ideal candidate must be a self-starter, organized, detail orientated, have... Show more

Client Relationship Specialist - Henderson, NV

Charles Schwab Inc.Henderson, NV, United States
Full-time

As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry... Show more

Client Services Specialist/ Project Coordinator - Hybrid Schedule

CPI Card GroupHenderson, NV, United States
$21.00 hourly
Full-time

Operate as the lead point of contact for any/all matters specific to client program set up and customer service responsibilities for assigned key B2B client accounts.Develop long term relationships... Show more

Manager

Capriotti's Sandwich ShopHenderson, NV, United States
$14.00 hourly
Full-time

Capriotti's Sandwich Shop is a dynamic, Fast Casual restaurant company with over 100 shops, with an aggressive growth plan.We are currently sourcing for a General Manager to be based in one of our ... Show more

Finance Manager

Findlay Nissan HendersonHenderson, NV, United States
Full-time

Findlay is one of the largest & fastest growing automotive groups in Southwest U.We're seeking top talent to help grow our business and keep up with the high demand.Our organization enjoys meeting ... Show more

Branch Manager

Aloha Pacific Federal Credit UnionHenderson, NV, United States
Full-time

Responsible for the profitability, administration and supervision of branch sales and operations within established policies and guidelines.Creates and fosters a branch culture that promotes teamwo... Show more

Client Experience Team Leader Personal Care Agency

Right at Home Southern NevadaHenderson, NV
Full-time

Right at Home Southern Nevada -.Client Experience Team Leader - Who Sees What's Next Before it Happens.Are you the type of leader who is already solving tomorrow’s problems while everyone else is s... Show more

Co-Manager

Windsor FashionsHenderson, NV, United States
Full-time +1

Henderson - Henderson, NV 89014.Level Management Position Type Full-Time/Part-Time Education Level High School Category Retail - Management.Windsor was founded in 1937 as a family owned women's fas... Show more

Client Sales Educator

Serenity Mental Health CentersHenderson, NV, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs ... Show more

Registered Client Service Associate

Ameriprise FinancialHenderson, NV, United States
Full-time +1

Registered Client Service Associate.Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial pl... Show more

Client Sales Educator

Serenity HealthcareHenderson, NV, United States
Full-time

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs and ... Show more

Finance Manager

Findlay Honda HendersonHenderson, NV, US
Full-time

Findlay is one of the largest & fastest growing automotive groups in Southwest U.We're seeking top talent to help grow our business and keep up with the high demand.Our organization enjoys meeting ... Show more

Assistant Manager

StorAmerica ManagementHenderson, NV, United States
$18.00 hourly
Full-time

Energetic Self Storage Floater Assistant Manager.StorAmerica Management is looking for an energetic self storage floater assistant manager in the city of Las Vegas and Henderson.Las Vegas, NV 89149... Show more

Shift Manager

Cafe Rio Fresh Modern MexicanHenderson, NV, United States
Full-time

Start your path to Cafe Rio stardom today!.Cafe Rio Mexican Grill is serving up fresh opportunities! We are looking for high energy assistant managers.Do you have a passion for cooking up great foo... Show more

People also ask
Registered Client Service Associate

Registered Client Service Associate

00015 Ameriprise Financial Services, LLC.Henderson, Nevada
2 days ago
Job type
  • Full-time
  • Part-time
Job description

Description

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Key Responsibilities:

  • Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
  • Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
  • Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
  • Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
  • Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Required Qualifications:

  • Bachelors degree or equivalent.
  • 3 - 5 years relevant experience required.
  • Series 7 or ability to obtain within 150 days.
  • State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • Experience working in a client service environment.
  • Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

Preferred Qualifications:

  • State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group