Client Service Associate | Finance Growth & Licensing

RiverSource Life Insurance Company; Wilmington (DE); On-site; USD 42,000 - 68,000; Full time

Job summary

RiverSource Life Insurance Company in Wilmington, Delaware seeks a Client Service Associate to support advisors, prepare financial plans, analyze client data, and process transactions in a client-centered service model.

Responsibilities include scheduling meetings, creating meeting agendas, entering data, coordinating new insurance applications, assisting with events, and providing general administrative support while maintaining firm policies and a high-quality client experience.

Qualifications

• Associate degree or equivalent required.
• 3–5 years relevant experience in client service/financial services.
• Detail-oriented with strong math and analytical abilities.
• Strong organizational and time-management skills.
• Ability to communicate with all levels in the organization.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Schedule meetings, enter data, and prepare meeting agendas.
• Process new business paperwork and coordinate paperwork with home office.
• Support marketing events and ensure compliance documentation.
• Provide general administrative duties including phone support and client correspondence.

Skills

Client service experience

Detail oriented

Strong math and analytical skills

Organizational and time management

Communication across all levels

Teamwork

Proficient with computers / software

Experience in financial services

Education

Associate (2-year) degree or equivalent

Bachelor's degree preferred

Tools

MS Office

CRM software

Job description

RiverSource Life Insurance Company in Wilmington, Delaware seeks a Client Service Associate to support advisors, prepare financial plans, analyze client data, and process transactions in a client-centered service model.

Responsibilities include scheduling meetings, creating meeting agendas, entering data, coordinating new insurance applications, assisting with events, and providing general administrative support while maintaining firm policies and a high-quality client experience.