Client Service Specialist: Financial Planning Support

Ameriprise Financial Services, LLC; LaGrange (GA); Hybrid; USD 40,000 - 56,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team in a hybrid in-office setting. You will support advisors by preparing financial plans, analyzing client data, and processing trades and transactions, while providing receptionist and administrative support as needed.

We emphasize licensing and professional development, with training and mentoring to help you grow.

Qualifications

• Associate degree or equivalent is required.
• 3–5 years of relevant experience in client service or financial services.
• Experience working in a client service environment.
• Detail oriented with strong math and analytical skills; good organization and time management.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and processing transactions.
• Prepare and summarize client meetings and manage data entry and meeting follow-ups.
• Ensure new business paperwork is complete, collect signatures, and coordinate regulatory paperwork.
• Coordinate marketing events and manage marketing compliance documentation.

Skills

Client service experience

Detail oriented

Strong math and analytical skills

Time management

Communication across levels

Teamwork

Microsoft Office

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team in a hybrid in-office setting. You will support advisors by preparing financial plans, analyzing client data, and processing trades and transactions, while providing receptionist and administrative support as needed.

We emphasize licensing and professional development, with training and mentoring to help you grow.