Client Service Associate — Financial Planning & Trade Support

Ameriprise Financia; Florham Park (NJ); On-site; USD 60,000 - 82,000; Full time

Benefits offered by this job

Benefits package

401(k) plan

Vacation & sick leave

Job summary

Ameriprise Financial is seeking a Client Service Associate to join the operations team in our New Jersey region. The role focuses on servicing clients, preparing financial plans, processing transactions, and supporting advisor activities with efficient data management and documentation.

The CSA will handle meeting preparation, new business paperwork, and coordination of events, while providing reception and general administrative support.

Qualifications

• Associate (2-year) degree or equivalent.
• 3–5 years relevant experience.
• Detail oriented with strong math and analytical skills.
• Good organization and time management.
• Able to communicate with all levels within the organization.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create agendas and summaries, escort clients to advisor and provide follow-up.
• Prepare and ensure new business paperwork is submitted in good order including forms, signatures, and documentation for home office; track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including creating marketing compliance documentation and managing event reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, supporting closings, setting up client files, and creating new business correspondence and alerts.

Skills

Client service

Detail oriented

Math skills

Time management

Communication

Computer skills

Associate degree or equivalent

Bachelor’s degree (preferred)

Education

Associate degree (2-year) or equivalent

Bachelor’s degree or equivalent (preferred)

Tools

Microsoft Excel

Job description

Ameriprise Financial is seeking a Client Service Associate to join the operations team in our New Jersey region. The role focuses on servicing clients, preparing financial plans, processing transactions, and supporting advisor activities with efficient data management and documentation.

The CSA will handle meeting preparation, new business paperwork, and coordination of events, while providing reception and general administrative support.