Client Service Associate

Ameriprise Financial Services, LLC; Columbia (SC); On-site; USD 42,000 - 48,000; Full time

Job summary

A leading financial services firm seeks a Client Service Associate to join their operations team in Columbia, SC. The role emphasizes client service, financial planning, and administrative support, offering career advancement through training and licensing support in a collaborative environment.

Qualifications

• 2-5 years of experience in a client service environment.
• Able to manage multiple priorities effectively.
• Experience in financial planning is a plus.

Responsibilities

• Assist advisors in servicing clients by preparing financial plans.
• Prepare and summarize client meetings and ensure new business paperwork is submitted efficiently.
• Provide general administrative duties supporting advisor operations.

Skills

Detail-oriented

Strong math skills

Analytical skills

Good organization

Time management

Communication

Teamwork

Education

Associate (2-year) degree or equivalent

Tools

Client relationship model

Digital tools

Job description

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Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

Key Responsibilities

Assist advisor(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.

Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.

Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.

Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Required Qualifications

Associate (2-year) degree or equivalent.

3-5 Years Relevant Experience Required.

Experience working in a client service environment.

Detail-oriented, strong math, and analytical skills. Good organization and time management skills.

Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.

Able to communicate with all levels within the organization. Process oriented and can work with a team.

Strong computer and software skills.

About Our Company

We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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