Client Service Associate

Jambalaya Group; Oregon; Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health coverage

401K with match

PTO

Paid holidays

Licensing support

Professional development

Job summary

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented licensed client service associate to support a growing team. This remote role requires Eastern Time Zone hours and residency in CST or EST.

Responsibilities include meeting preparation, follow-ups, business processing, trades, and transactions, with licensing support if not already held. The position offers growth opportunities toward becoming a client-facing advisor in a structured yet

Qualifications

• 4-5 years of experience in financial services operations.
• Strong organizational skills with an ability to manage multiple tasks and deadlines.
• Excellent communication and follow-through on action items.
• Familiarity with financial transactions, trading, and compliance requirements.
• Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months.
• Tech-savvy with experience in CRM systems, financial platforms, and remote collaboration tools.

Responsibilities

• Meeting Preparation & Follow-Up - Ensure all pre- and post-meeting tasks are completed.
• Business Processing - Manage and oversee operational workflows, ensuring efficiency and accuracy.
• Trades & Transactions - Support and process trades, ensuring regulatory compliance.
• Compliance & Licensing - Maintain regulatory compliance and obtain licenses within six months if needed.
• Client & Team Support - Collaborate with internal teams to optimize processes and service.

Skills

Financial services ops

Organizational skills

Communication

Trading & compliance

CRM workflows

Tools

CRM systems

Financial platforms

Remote collaboration tools

Job description

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or EST) and focuses on meeting preparation, follow-ups, business processing, trades, and transactions. The ideal candidate will have experience in financial services operations and either hold the necessary licenses or be willing to obtain them within six months. This position offers growth opportunities within the practice, including becoming a client facing advisor.

Key Responsibilities

• Meeting Preparation & Follow-Up - Ensure all pre- and post-meeting tasks are completed, including agenda creation, note-taking, and action item tracking.
• Business Processing - Manage and oversee operational workflows, ensuring efficiency and accuracy in all client transactions.
• Trades & Transactions - Support and process trades, ensuring compliance with regulatory requirements and company policies.
• Compliance & Licensing - Maintain regulatory compliance, completing or obtaining required licenses within six months if not already licensed.
• Client & Team Support - Collaborate with internal teams to optimize operational processes and enhance client service.

Qualifications & Skills

• 4-5 years of experience in financial services operations.
• Strong organizational skills with an ability to manage multiple tasks and deadlines.
• Excellent communication and follow-through on action items.
• Familiarity with financial transactions, trading, and compliance requirements.
• Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months.
• Tech-savvy with experience in CRM systems, financial platforms, and remote collaboration tools.

BenefitsWhat We Offer:

• Remote work with an expectation to work Eastern Time Zone hours.
• Competitive compensation: $65,000-$75,000 per year
• Comprehensive benefits , including health coverage and 401K with a match.
• Paid time off (PTO) and paid holidays .
• Professional development opportunities and licensing support.

If you thrive in a structured yet dynamic environment and are passionate about operational excellence in financial services, we'd love to hear from you!