Client Service Advisor - Hybrid Financial Services

Ameriprise Financial; Clearwater (FL); Hybrid; USD 38,000 - 56,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join our operations team in a client-centric environment. The role supports advisors by preparing financial plans, researching investments, and processing trades, while also handling administrative duties and client communications.

We emphasize training, mentoring and licensing support to help you advance. The office follows an in-office collaboration model, with four days in the office and one remote day per week, offering growth

Qualifications

• Associate degree or equivalent.
• 3-5 years relevant experience in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritizes effectively.
• Able to independently work with minimal supervision.
• Able to communicate with all levels within the organization.

Responsibilities

• Assist advisor 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Detail oriented

Math skills

Analytical skills

Organization & time management

Communication skills

Multi-tasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial is seeking a Client Service Associate to join our operations team in a client-centric environment. The role supports advisors by preparing financial plans, researching investments, and processing trades, while also handling administrative duties and client communications.

We emphasize training, mentoring and licensing support to help you advance. The office follows an in-office collaboration model, with four days in the office and one remote day per week, offering growth