Client Service Associate — Financial Planning Support

Ameriprise Financial Services, LLC; Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate in Florida to support advisors and the operations team. You will assemble client data, help prepare financial plans, process transactions, and provide branch support through administrative duties.

We offer career development, licensing support, and exposure to a broad financial services environment. Licensing and advancement help are available as you grow with the firm.

Qualifications

• Associate (2-year) 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 prioritizes effectively. Able to independently 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service

Analytical skills

Time management

Communication

Teamwork

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking a Client Service Associate in Florida to support advisors and the operations team. You will assemble client data, help prepare financial plans, process transactions, and provide branch support through administrative duties.

We offer career development, licensing support, and exposure to a broad financial services environment. Licensing and advancement help are available as you grow with the firm.