Client Service Associate

Ameriprise Financial Services, LLC; United States; Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Remote work in ET hours

Health coverage

401K with match

Paid time off

Job summary

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a detail-oriented licensed client service associate for a fully remote role aligned to Eastern Time Zone hours. You will support meeting prep, client transactions, and operational workflows from home with CST or EST residency.

The position requires current Series 7, 66, Life and Health licenses or a commitment to obtain them within six months, offering growth toward becoming a client-facing advisor.

Qualifications

• Experience in financial services operations or a similar role.
• Ability to manage multiple tasks and deadlines with strong follow-through.
• Familiarity with financial transactions, trading, and compliance requirements.
• Licenses (Series 7, 66, Life and Health) or willingness to obtain within six months.

Responsibilities

• Meeting Preparation & Follow-Up – create agendas, take notes, track actions.
• Business Processing – oversee operational workflows and client transactions.
• Trades & Transactions – support and process trades in compliance with regulations.
• Compliance & Licensing – maintain regulatory compliance and obtain licenses if needed.
• Client & Team Support – collaborate to optimize processes and client service.

Skills

Organizational skills

Communication

Remote collaboration tools

CRM familiarity

Tools

CRM systems

Financial platforms

Trading platforms

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

• Experience in financial services operations, client service, or a similar role.
• 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.

What 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!