Client Service Associate: Financial Planning & Advisory

Ameriprise Financia; Henderson (NV); Hybrid; USD 42,000 - 63,000; Full time

Job summary

Ameriprise Financial is hiring a Client Service Associate to support advisors and the branch, servicing clients, preparing financial plans, and handling transactions. The role emphasizes data management, meeting preparation, and processing of paperwork in a client-centric, collaborative office environment.

The position supports licensing development and requires strong organizational and communication skills.

Qualifications

• Associate (2-year) degree or equivalent.
• 3–5 years of relevant experience.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Good organization and time management.
• Ability to manage multiple priorities and work with minimal supervision.
• Ability to communicate with all levels within the organization.
• Process oriented and a team player.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans and conducting research.
• Prepare and summarize client meetings, enter data, and coordinate agendas.
• Handle new business paperwork, signatures, and insurance applications.
• Coordinate marketing events and manage compliance documentation.

Skills

Detail oriented

Math skills

Analytical

Organized

Time management

Communication

Team player

Process driven

Education

Associate degree or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial is hiring a Client Service Associate to support advisors and the branch, servicing clients, preparing financial plans, and handling transactions. The role emphasizes data management, meeting preparation, and processing of paperwork in a client-centric, collaborative office environment.

The position supports licensing development and requires strong organizational and communication skills.