Client Experience Architect – Financial Planning Office

Ameriprise Financial Services, LLC; Scarborough (ME); On-site; USD 60,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate/Manager to support daily office operations in a fast-paced financial planning practice. You will assist both the financial advisor and associate advisor in managing client accounts and coordinating service tasks with professionalism.

The role emphasizes accurate record-keeping, client communication, and coordination of seminars and events, while ensuring adherence to regulatory standards and internal processes.

Qualifications

• Direct attention to detail and strong organizational skills.
• Strong communication with clients and colleagues.
• Excellent time management and ability to multitask.

Responsibilities

• Support Business Management tasks: account setup, client questions, file retention, and basic advisor tools usage.
• Assist in Client Care activities: manage client CRM, schedule meetings, prepare client communications, coordinate events.

Skills

Attention to detail

Communication skills

Time management

Phone etiquette

Multitasking

Regulatory compliance

Education

College degree or higher

Job description

Ameriprise Financial is seeking a Client Service Associate/Manager to support daily office operations in a fast-paced financial planning practice. You will assist both the financial advisor and associate advisor in managing client accounts and coordinating service tasks with professionalism.

The role emphasizes accurate record-keeping, client communication, and coordination of seminars and events, while ensuring adherence to regulatory standards and internal processes.