Client Service Associate: Finance Licensing & Growth

Ameriprise Financial; Denver (CO); On-site; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial seeks a Client Service Associate to support advisors and the operations team in Denver. You will assist with financial plans, data analysis, and trade processing, while also handling branch administration and client communications.

The role offers training, licensing support, and opportunities to advance with the firm's career development program; strong communication and organizational skills are essential.

Qualifications

• Associate degree or equivalent.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
• Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
• Coordinate marketing events including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Skills

Detail-oriented

Math skills

Analytical skills

Time management

Communication across levels

Independent work

Team collaboration

Strong computer skills

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Tools

Contact manager

CRM software

Job description

Ameriprise Financial seeks a Client Service Associate to support advisors and the operations team in Denver. You will assist with financial plans, data analysis, and trade processing, while also handling branch administration and client communications.

The role offers training, licensing support, and opportunities to advance with the firm's career development program; strong communication and organizational skills are essential.