Client Service Associate

Threadneedle group; Naperville (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Disability insurance

Dental insurance

Vision insurance

Paid time off

Holiday pay

Job summary

Ameriprise Financial in Naperville, IL, seeks a highly organized Client Service Associate (CSA) / Team Lead to drive operational excellence and deliver exceptional client service while supporting advisors in wealth management.

The role combines leadership with client-focused service, requires 3+ years in financial services, and offers a collaborative culture and opportunities for professional growth. Full-time, salary range $60k-$80k plus benefits.

Qualifications

• Bachelor's degree from an accredited college or university.
• 3+ years of experience in wealth management or financial services.
• Demonstrated leadership or supervisory experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively.
• Proficiency with Microsoft Office and financial services technologies.

Responsibilities

• Deliver exceptional client experience through proactive communication and timely follow-up.
• Serve as primary contact for client service requests and account maintenance.
• Coordinate account openings, transfers, money movement requests, and service transactions.
• Maintain accurate client records in accordance with firm policies.
• Provide day-to-day leadership and support to staff; help establish workflows and service standards.
• Assist with onboarding and training new team members.

Skills

Leadership

Client service

Communication

Organizational skills

Detail-oriented

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Financial services platforms

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

About the Role

We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management practice. This individual will serve as a key leader within the office, helping drive operational excellence, deliver exceptional client service, and support advisors in providing comprehensive financial planning and wealth management solutions. The ideal candidate combines strong leadership capabilities with a passion for client service, attention to detail, and experience within the financial services or wealth management industry.

Key Responsibilities:

Client Service & Relationship Management

• Deliver an exceptional client experience through proactive communication and timely follow-up.

• Serve as a primary point of contact for client service requests and account maintenance needs.

• Coordinate and process account openings, transfers, money movement requests, and other service transactions.

• Maintain accurate client records and ensure documentation is completed in accordance with firm policies.

Team Leadership

• Provide day-to-day leadership, guidance, and support to administrative and client service staff.

• Help establish and maintain workflows, service standards, and operational best practices.

• Assist with onboarding and training new team members.

• Foster a positive, collaborative, and high-performance office environment.

Operations & Compliance

• Ensure adherence to firm procedures, regulatory requirements, and compliance standards.

• Manage priorities and workflow to meet service expectations and deadlines.

• Identify opportunities to improve efficiency and enhance client experience.

Qualifications

Required

• Bachelor's degree from an accredited college or university.

• 3+ years of experience in wealth management, financial services, banking, or a related industry.

• Demonstrated leadership, supervisory, or team coordination experience.

• Strong organizational skills and exceptional attention to detail.

• Excellent verbal and written communication skills.

• Ability to multitask and prioritize effectively.

• Proficiency with Microsoft Office and financial services technology platforms.

Preferred

• Experience working in a financial advisory, wealth management, or brokerage environment.

• Familiarity with account servicing, client onboarding, and financial planning support.

• Industry licenses (Series 7, 63, 65, or equivalent). Must be willing to obtain in 90-180 days.

Benefits:

• Attractive retirement plan

• Health, disability, dental and vision insurance

• Paid time off

• Holiday pay

Compensation:

• $60,000-80,000

What Makes Someone Successful in This Role?

• A client-first mindset and commitment to service excellence.

• Strong leadership presence with the ability to motivate and develop others.

• High level of professionalism, discretion, and accountability.

• Ability to anticipate needs, multi-task, solve problems, and take initiative.

• Desire to build a long-term career within a growing wealth management practice.

Why Join Our Team?

• Collaborative, team-oriented culture.

• Meaningful client relationships and the ability to make a direct impact.

• Professional growth and career advancement opportunities.

• If you are a motivated professional who enjoys leading others, delivering outstanding service, and supporting clients in achieving their financial goals, we encourage you to apply.

Base Pay Salary

The salary will be $60,000- $80,000/ year

Full-Time/Part-Time

Full time

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.