... research and completing trades and transactions as described by the advisor. * Prepare and ... Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
... research and completing trades and transactions as described by the advisor. * Prepare and ... Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assist in reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assist in reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Grants & Contracts, Full Time PAY GRADE: 30E CONTEXT OF THE JOB: Under general direction of the ... the Associate Dean of Research and assist in the implementation of these recommendations. * In ...
Grants & Contracts, Full Time PAY GRADE: 30E CONTEXT OF THE JOB: Under general direction of the ... the Associate Dean of Research and assist in the implementation of these recommendations. * In ...
Grants & Contracts, Full Time PAY GRADE: 30E CONTEXT OF THE JOB: Under general direction of the ... the Associate Dean of Research and assist in the implementation of these recommendations. * In ...
Grants & Contracts, Full Time PAY GRADE: 30E CONTEXT OF THE JOB: Under general direction of the ... the Associate Dean of Research and assist in the implementation of these recommendations. * In ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Newark, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Newark, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Bear, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Bear, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Dover, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Dover, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Wilmington, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Wilmington, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Middletown, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Senior Account Associate - Commercial Lines (Eastern / Central Time Zones)
Middletown, DE · On-site
$50K - $56K/yr
Conduct client research, gather underwriting information, perform loss run analysis, prepare ... Contract Review: Assistin reviewing contracts to ensure propercoverages areincluded. * Accounts ...
Document outcome of research and actions taken to resolve the credit balance. 2. Correctly ... Associate Degree * Credential(s): Certified Revenue Cycle Specialist * Experience: To view a full ...
Document outcome of research and actions taken to resolve the credit balance. 2. Correctly ... Associate Degree * Credential(s): Certified Revenue Cycle Specialist * Experience: To view a full ...
This position involves community-based participatory research. The CRC would be working in the ... contracts between community partners, participating in data collection and analysis, and the ...
This position involves community-based participatory research. The CRC would be working in the ... contracts between community partners, participating in data collection and analysis, and the ...
This position involves community-based participatory research. The CRC would be working in the ... contracts between community partners, participating in data collection and analysis, and the ...
This position involves community-based participatory research. The CRC would be working in the ... contracts between community partners, participating in data collection and analysis, and the ...
Customer Service Representative III
Dover, DE · On-site
$21.54/hr
... contract. As a Customer Service Representative (HelpLine), you will: * Answer and address ... Conduct research in support of participant needs to address their needs in an accurate and timely ...
New
Customer Service Representative III
Dover, DE · On-site
$21.54/hr
... contract. As a Customer Service Representative (HelpLine), you will: * Answer and address ... Conduct research in support of participant needs to address their needs in an accurate and timely ...
New
Contract Research Associate information
What are the key skills and qualifications needed to thrive as a contract research associate?
What is the difference between Contract Research Associate vs Clinical Research Coordinator?
| Aspect | Contract Research Associate | Clinical Research Coordinator |
|---|---|---|
| Credentials | Bachelor's degree, often in life sciences; certifications like CCRP beneficial | Bachelor's degree in health sciences or related field; certifications like CCRP or CCRC advantageous |
| Work Environment | Typically in pharmaceutical or biotech companies, contract research organizations (CROs) | Usually in hospitals, clinics, or research sites |
| Employer & Industry | Pharmaceutical companies, CROs, biotech firms | Hospitals, academic medical centers, research institutions |
| Common Search & Comparison | Yes | Yes |
While both roles support clinical trials, a Contract Research Associate primarily works for pharmaceutical or biotech companies managing trial processes remotely or at sites, often on a contractual basis. A Clinical Research Coordinator typically works directly at research sites, coordinating patient visits and data collection. Both roles require similar credentials and certifications, but their work environments and employer types differ.
What are some typical challenges faced by contract research associates when managing multiple studies simultaneously?
What is a contract research associate?
Full-time
Re-posted 22 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 150 rated financial services
Job description
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job 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
Exempt/Non-Exempt
Job Family Group
Line of Business
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894