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The Norfolk and Dedham Group

Dedham, Massachusetts

Morgan Stanley

New York,

Hearth, Patio & Barbecue Association Logo
Hearth, Patio & Barbecue Association

Washington, D.C.


West Chester, Pennsylvania

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Client Support Associate
The Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience. Includes listening for opportunities to engage clients in additional business (service to sales). Responsible for transacting business and first call resolution to inbound calls from clients by working efficiently with the New Business Setup Tool and other product systems. Key Responsibilities Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients. First call resolution, setting up accounts,

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