Client Service Associate

Threadneedle group; Minnetonka (MN); Hybrid; USD 55,000 - 65,000; Full time

Job summary

Ameriprise Financial is hiring a Client Service Associate for Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeking a motivated and detail-oriented individual to join our team.

In this hybrid, full-time role, you’ll schedule client meetings, prep materials, and manage account maintenance with accuracy and professionalism. Bachelor’s degree required; 2+ years in financial services preferred.

Qualifications

• : Strong organizational and time-management skills.
• - Excellent verbal and written communication skills.
• - Detail-oriented with a high level of accuracy.
• - Strong passion for client service.
• - Bachelor’s degree required.
• - Minimum of 2 years of experience in the financial services industry preferred.
• - Knowledge of client relationship management (CRM) systems preferred.
• - Familiarity with financial planning software such as MoneyGuide and/or Ameriprise systems is a plus.

Responsibilities

• Client Scheduling and Coordination: Proactively schedule and coordinate meetings with clients. Manage advisor calendars and meeting logistics. Provide prompt, professional communication and service to clients.
• Meeting Preparation and Follow-up: Help clients gather and organize client information and documentation ahead of meetings. Coordinate with advisors on meeting preparation and follow-up actions. Complete post-meeting tasks accurately and in a timely manner. Manage task lists, calendars, and workflow priorities.
• Client Service and Administration: Process forms, applications, account maintenance requests, and money movement transactions promptly and accurately. Manage client records, maintain CRM system and other additional client support as needed. Prepare client correspondence, appreciation notes, and other communications. Maintain timely communication with clients and team members. Process incoming and outgoing mail.
• Team Collaboration: Partner with advisors and team members to deliver an exceptional client experience. Assist with operational initiatives and special projects as needed. Contribute to efficient office operations and continuous process improvement.

Skills

Organizational skills

Time management

Verbal and written communication

Detail-oriented

Client service

Experience in financial services

CRM systems

MoneyGuide

Ameriprise systems

Education

Bachelor’s degree

Tools

CRM systems

MoneyGuide

Ameriprise systems

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Are you ready to take the next step in your financial services career? Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated and detail-oriented individual for a Client Service Associate role to join our team.

Key Duties and Responsibilities

Client Scheduling and Coordination

Proactively schedule and coordinate meetings with clients. Manage advisor calendars and meeting logistics. Provide prompt, professional communication and service to clients.

Meeting Preparation and Follow-up

Help clients gather and organize client information and documentation ahead of meetings. Coordinate with advisors on meeting preparation and follow-up actions. Complete post-meeting tasks accurately and in a timely manner. Manage task lists, calendars, and workflow priorities.

Client Service and Administration

Process forms, applications, account maintenance requests, and money movement transactions promptly and accurately. Manage client records, maintain CRM system and other additional client support as needed. Prepare client correspondence, appreciation notes, and other communications. Maintain timely communication with clients and team members. Process incoming and outgoing mail.

Team Collaboration

Partner with advisors and team members to deliver an exceptional client experience. Assist with operational initiatives and special projects as needed. Contribute to efficient office operations and continuous process improvement.

Desired Skills & Qualifications

• Strong organizational and time-management skills.

• Excellent verbal and written communication skills.

• Detail-oriented with a high level of accuracy.

• Strong passion for client service.

• Bachelor’s degree required.

• Minimum of 2 years of experience in the financial services industry preferred.

• Knowledge of client relationship management (CRM) systems preferred.

• Familiarity with financial planning software such as MoneyGuide and/or Ameriprise systems is a plus.

Job Location and Requirements

This is a full-time position with a hybrid work schedule. We offer flexible work arrangements, with an expectation that team members generally work in our Minnetonka office 2-3 days per week.

Base Pay Salary

The salary range will be $55,000-$65,000/ year

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

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.