Client Service Associate - Path to Financial Advisor

Ameriprise Financial; Evanston (IL); On-site; USD 65,000 - 100,000; Full time

Job summary

Tourmaline Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Chicago, IL, seeks a Client Service Associate to support a fast-paced private wealth practice. The role focuses on client contact, meeting preparation, and daily operations to ensure client satisfaction.

This position requires a Bachelor’s degree and 2–5 years in client service, with the ability to pursue securities licenses (Series 7, Series 66) and life/health licenses within 150

Qualifications

• Bachelor’s degree from a four-year college or university.
• 2-5 years of relevant experience within a team-based, client service environment.
• Exams for securities licenses (Series 7, Series 66) and State life/health licenses in 150 days or less are expected.
• Strong client service and interpersonal skills for building long term client relationships.
• Strong work ethic, teamwork, and a high degree of professionalism.
• Strong computer skills with proficiency in Microsoft Office and Salesforce/CRM.
• Detail-oriented with strong math and analytical abilities.
• Ability to adhere to compliance, rules, and regulations of the practice and Ameriprise Financial LLC.
• Excellent time management and attention to detail with the ability to work independently.
• Aspiration to develop into an Associate Financial Advisor role and obtain CFP.

Responsibilities

• Assist advisor(s) in preparing client meetings, including agendas, presentations, reports, and related materials.
• Complete follow-up documentation from client meetings and enter data into financial planning tools and Salesforce/CRM.
• Ensure new business paperwork is submitted efficiently with signatures and coordination of rollovers.
• Utilize Ameriprise tools for optimal practice effectiveness and client experience.
• Assist clients with engaging with Ameriprise technology and comply with broker-dealer requirements.

Skills

Client service

Interpersonal skills

Attention to detail

Time management

Independent worker

Education

Bachelor’s degree

Tools

Salesforce/CRM

Microsoft Office

Job description

Tourmaline Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Chicago, IL, seeks a Client Service Associate to support a fast-paced private wealth practice. The role focuses on client contact, meeting preparation, and daily operations to ensure client satisfaction.

This position requires a Bachelor’s degree and 2–5 years in client service, with the ability to pursue securities licenses (Series 7, Series 66) and life/health licenses within 150