Client Service Specialist, Financial Planning & Admin

Ameriprise Financial Services, LLC; LaGrange (GA); On-site; USD 42,000 - 56,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team. The CSA supports advisors with client data, financial plans, and transaction processing, while providing branch administrative support and ensuring adherence to firm policies and tools.

We emphasize in-person collaboration and comprehensive licensing development, with dedicated training and mentorship to help you grow within the Ameriprise Advisor Group.

Qualifications

• Associate (2-year) degree or equivalent.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• 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 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 including preparing forms, obtain signatures, prepare 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 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 experience

Attention to detail

Analytical skills

Communication across levels

Teamwork

Computer skills

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Tools

Contact management software

Office software

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team. The CSA supports advisors with client data, financial plans, and transaction processing, while providing branch administrative support and ensuring adherence to firm policies and tools.

We emphasize in-person collaboration and comprehensive licensing development, with dedicated training and mentorship to help you grow within the Ameriprise Advisor Group.