Client Planning & Financial Services Associate

Ameriprise Financial Services, LLC; Hingham (MA); On-site; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions. You will assist with research, meetings, and follow-up to strengthen client relationships.

The role emphasizes in-office collaboration, data entry, and effective communication. A Bachelor's degree is required, and relevant securities/licensing milestones are expected within 150 days.

Qualifications

• Series 7 license or ability to obtain within 150 days.
• S63 or S66 securities registration or ability to obtain within 150 days.
• S65 or S66 IAR registration or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience working in a client service environment.

Responsibilities

• Assist advisor in servicing clients, preparing financial plans and conducting investments.
• Prepare and summarize client meetings, enter data, build agendas and summaries, and provide follow-up.
• Prepare for and ensure new business paperwork is submitted, including forms and signatures, and track insurance applications.
• Coordinate marketing events, draft compliance documentation and manage event reimbursements.
• Provide general administrative duties and support for client files, closes, and correspondence.

Skills

Client service

Analytical skills

Time management

Communication

Teamwork

Detail oriented

Multitasking

Computer skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions. You will assist with research, meetings, and follow-up to strengthen client relationships.

The role emphasizes in-office collaboration, data entry, and effective communication. A Bachelor's degree is required, and relevant securities/licensing milestones are expected within 150 days.