Client Service Associate - Financial Planning Support

Ameriprise Financial Services, LLC; Vancouver (WA); Hybrid; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support advisors and the branch operations team in our United States office. You will service clients, assist in preparing financial plans, process transactions, and support meeting preparation.

The role requires 3–5 years of client service experience, an associate degree or equivalent, strong numerical and analytical skills, and the ability to work with minimal supervision. Hybrid in-office collaboration is expected.

Qualifications

• Requires an Associate degree or equivalent.
• 3-5 years of relevant client service experience.
• Experience in financial services is a plus.
• Strong numerical, analytical, and organization skills.
• Ability to manage multiple priorities with minimal supervision.
• Effective communication across all levels.
• Proficient with standard software and office tools.

Responsibilities

• Assist advisor by servicing clients, preparing financial plans, and processing trades.
• Prepare and summarize client meetings; manage data in contact manager and coordinate meetings.
• Prepare and submit new business paperwork and insurance applications.
• Coordinate marketing events and maintain compliance documentation.
• Provide general administrative support and client communications.

Skills

Detail oriented

Math skills

Analytical skills

Communication

Independent work

Multitasking

Office software

Education

Associate degree or equivalent

Bachelor's degree preferred

Job description

Ameriprise Financial is seeking a Client Service Associate to support advisors and the branch operations team in our United States office. You will service clients, assist in preparing financial plans, process transactions, and support meeting preparation.

The role requires 3–5 years of client service experience, an associate degree or equivalent, strong numerical and analytical skills, and the ability to work with minimal supervision. Hybrid in-office collaboration is expected.