Client Service and Administrative Assistant

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

Full time Client Service Associate position at Ameriprise Financial located in Plano, TX. Oversee daily office operations, support financial advisors, and deliver client experiences.

Position Functions

• Client Service / Business Management (80%)
  • Prepare and summarize client meetings; complete service checklists; organize and print reports.
  • Schedule client and prospect meetings, confirm meetings, and manage all correspondence.
  • Schedule Microsoft Teams for virtual client and team meetings.
  • Complete applications for new business, account maintenance, and fund transfers.
  • Record daily notes in client‑management software on trades, transactions, follow‑ups, and tasks.
  • Assist advisors, client service manager, and office manager with various tasks throughout the day.
  • Compose and respond to routine correspondence.
  • Communicate issues to the Home Office and provide actionable feedback.
  • Assist with projects as assigned by the office manager and advisors.
  • Upload digital documents, scanning, and electronic file maintenance.
  • Document workflow processes for the practice.
• Business Development (20%)
  • Market activities including event planning, prospecting, and new client onboarding.
  • Social media (Facebook and LinkedIn) management and website maintenance.
  • Marketing mailings such as birthday cards, holiday cards, and gifts.
  • Marketing research, ordering, and reporting.

Key Traits of a Successful Client Service Associate

• Attention to detail, organization, and follow‑through.
• Effective communication with clients and staff.
• Efficient time management.
• Polite and clear phone manner.
• Active listening skills.
• Adherence to rules and regulations required by Ameriprise Financial and FINRA.
• Support and provide guidance for compliance within the advisor’s practice.
• Positive attitude, willingness to learn and grow, and compassion.

Qualifications

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

Job Details

Job Type: Full‑time
Compensation: $45,000 – $55,000 per year
Benefits: 401(k) with matching, dental, health, life insurance, paid time off, flexible schedule, and bonus opportunities
Schedule: 8 hour shift, MondaytoFriday
Location: Hybrid remote in Plano, TX 75024 (commuter or relocation required)

Equal Opportunity Employer

Ameriprise Financial is an equal‑opportunity employer. All qualified applicants are considered without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marriage or family status, or any other basis prohibited by law.