Client Service Associate, Financial Planning

00015 Ameriprise Financial Services, LLC.; Boca Raton (FL); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and the branch. You’ll assemble and analyze client data, help prepare financial plans, process transactions, and provide essential reception and administrative support in a client-centric environment.

The role requires an associate degree and 3–5 years in a client service setting, strong math and analytical skills, and the ability to manage several priorities with minimal supervision.

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.
• Good organization and time management 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.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data, creating agendas, and summaries.
• Coordinate new business paperwork and track insurance applications and rollovers.
• Coordinate marketing events and manage marketing compliance documentation.
• Provide general administrative duties including phone coverage, expense reports, client correspondence, and file setup.

Skills

Detail orientation

Math skills

Analytical skills

Organization skills

Time management

Prioritization

Communication

Team collaboration

Education

Associate degree (2-year)

Bachelor's degree

Tools

MS Office

CRM software

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and the branch. You’ll assemble and analyze client data, help prepare financial plans, process transactions, and provide essential reception and administrative support in a client-centric environment.

The role requires an associate degree and 3–5 years in a client service setting, strong math and analytical skills, and the ability to manage several priorities with minimal supervision.