Client Service Specialist — Financial Planning & Operations

Ameriprise Financial; Florida; Hybrid; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. You will service clients, help prepare financial plans, perform trades, and manage routine administrative tasks.

The role includes scheduling meetings, updating contact records, processing new business paperwork, coordinating events, and ensuring compliance with firm policies while delivering a positive client experience.

Qualifications

• Associate degree or equivalent required.
• 3-5 years relevant experience in client service.
• Strong detail orientation, math and analytical skills.
• Excellent organizational and time management abilities.
• Able to communicate with all levels and work with a team.

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, entering data into contact manager, creating agendas and summaries, and following up.
• Prepare and ensure new business paperwork is submitted in good order, including forms, signatures, and communications to home office; track insurance applications and rollovers.
• Coordinate marketing events, prepare compliance documents, and manage event marketing reimbursements.
• Provide general administrative duties such as answering phones, processing expense reports, preparing client correspondence, and organizing client files.

Skills

Detail oriented

Analytical skills

Time management

Communication

Teamwork

Computer skills

Education

Associate degree

Bachelor's degree preferred

Tools

Microsoft Office

CRM tools

Contact manager

Job description

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. You will service clients, help prepare financial plans, perform trades, and manage routine administrative tasks.

The role includes scheduling meetings, updating contact records, processing new business paperwork, coordinating events, and ensuring compliance with firm policies while delivering a positive client experience.