Client Service Specialist - Financial Planning & Support

ameriprise; Boca Raton (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join our operations team. The CSA supports advisors and branches, assembling and analyzing client data, helping prepare financial plans, processing transactions, and providing administrative support.

We offer licensing development programs and training, with in-office collaboration four days a week and one day remote. Licensing support and a strong client-service culture are emphasized; full-time employment with opportunities for

Qualifications

• Associate degree or equivalent required.
• 3–5 years in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities independently and work with minimal supervision.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Schedule and summarize client meetings; enter data and follow-up.
• Prepare and submit new business paperwork and insurance applications.
• Support marketing events and general administrative duties.

Skills

Analytical skills

Time management

Organization

Communication

Computer skills

Education

Associate degree

Bachelor's degree

Tools

Office software

Microsoft Excel

Job description

Ameriprise Financial is seeking a Client Service Associate to join our operations team. The CSA supports advisors and branches, assembling and analyzing client data, helping prepare financial plans, processing transactions, and providing administrative support.

We offer licensing development programs and training, with in-office collaboration four days a week and one day remote. Licensing support and a strong client-service culture are emphasized; full-time employment with opportunities for