Client Service Associate: Financial Planning & Ops

Ameriprise Financia; Vancouver (WA); Hybrid; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join the operations team in a hybrid in-office environment. You will support advisors, assemble client data for financial plans, and process transactions and trades with accuracy.

The role emphasizes client service, administrative duties, and collaboration across teams. A 2-year degree and 3–5 years of relevant experience are preferred, with licensing support available.

Qualifications

• Detail oriented with strong math and analytical skills.
• Experience in client service environments is required.
• Good organization and time management capabilities.
• Able to communicate with all levels within the organization.

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, creating agendas and summaries, and following up.
• Prepare for and coordinate new business paperwork, including forms, signatures, and documentation for home office, plus tracking new insurance applications.
• Coordinate marketing events with compliant documentation and reimbursement processes.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, and setting up client files.

Skills

Detail oriented

Analytical skills

Time management

Communication skills

Education

Associate degree or equivalent

Bachelor's degree preferred

Job description

Ameriprise Financial is seeking a Client Service Associate to join the operations team in a hybrid in-office environment. You will support advisors, assemble client data for financial plans, and process transactions and trades with accuracy.

The role emphasizes client service, administrative duties, and collaboration across teams. A 2-year degree and 3–5 years of relevant experience are preferred, with licensing support available.