Client Service & Administrative Specialist – Hybrid

Ameriprise Financial; Seattle (WA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k) with matching

Dental insurance

Health Insurance

Life Insurance

Paid time off

Flexible schedule

Bonus opportunities

Job summary

Ameriprise Financial in Plano, TX is seeking a Full-time Client Service Associate to support financial advisors, manage client communications, and handle daily office operations in a hybrid setting. The role emphasizes client service, business management, and development activities such as event planning and onboarding.

Qualifications include an associate degree, 2+ years of experience, and proficiency with Microsoft Office; Salesforce experience preferred.

Qualifications

• Associate degree or equivalent.
• 2+ years of relevant experience preferred.
• Experience with Microsoft Office Suite; Salesforce experience preferred.

Responsibilities

• Oversee daily office operations and support financial advisors.
• Prepare and summarize client meetings; complete service checklists and reports.
• Schedule client and prospect meetings; manage correspondence and calendars.
• Handle onboarding and new business paperwork; process fund transfers.
• Document daily notes in client-management software and maintain records.
• Assist with projects, upload digital documents, and maintain electronic files.
• Provide feedback and communicate issues to Home Office as needed.
• Support compliance guidance within the advisor’s practice.

Skills

Attention to detail

Effective communication

Time management

Education

Associate degree or equivalent

Tools

Microsoft Office Suite

Salesforce

Job description

Ameriprise Financial in Plano, TX is seeking a Full-time Client Service Associate to support financial advisors, manage client communications, and handle daily office operations in a hybrid setting. The role emphasizes client service, business management, and development activities such as event planning and onboarding.

Qualifications include an associate degree, 2+ years of experience, and proficiency with Microsoft Office; Salesforce experience preferred.