Ameriprise – Livonia, MI
of meetings, escort clients to advisor and provide necessary follow-up. -Prepare and ensure new business paperwork successfully submitted which… ClickCast
I worked at Ameriprise full-time (More than a year)
Ameriprise works hard to serve clients at a high level. Whether in a support role or an advisor role, there's a sense of integrity. Always lots of work to do. Good selection of products - both proprietary and non - to offer clients.
As a service associate supporting advisors it's easy to feel overburdened by the volume of work and the great variation between how each advisor works with associates.
Advice to Management
It might help to maximize branch effectiveness if you investigate best practices for advisor/support roles in successful franchise practices and then teach those to employee advisors and support staff.