Client Service & Financial Planning Associate

Ameriprise Financial Services, LLC; Chesterfield (MO); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. You will contribute to a personalized client experience and collaborate across teams to ensure smooth service delivery.

The role emphasizes in-office collaboration, adherence to compliance, and effective communication with clients and colleagues.

Qualifications

• 3 - 5 years relevant experience required.
• Experience in a client service environment.
• Strong math and analytical skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted 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 including crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing 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

Financial planning

Analytical skills

Detail oriented

Time management

Communication

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. You will contribute to a personalized client experience and collaborate across teams to ensure smooth service delivery.

The role emphasizes in-office collaboration, adherence to compliance, and effective communication with clients and colleagues.