Client Service Specialist - Financial Planning Support

00015 Ameriprise Financial Services, LLC.; Monet (FL); On-site; USD 42,000 - 70,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to support advisors and branch operations. The role includes preparing financial plans, processing transactions, and providing reception and admin support in a client-centric environment.

The position emphasizes in-office collaboration, multi-tasking across responsibilities, and delivering a personalized client experience. Visa sponsorship is restricted to eligible applicants; in-office presence is expected.

Qualifications

• Associate degree or equivalent with 3–5 years relevant experience.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Strong organization and time management.
• Ability to work independently with minimal supervision.
• Excellent communication across levels within the organization.
• Process oriented and a team player.
• Proficient computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and processing transactions.
• Prepare and summarize client meetings, schedule and manage agendas.
• Coordinate new business documents and insurance applications with signatures.
• Support marketing events with compliance documentation and reimbursements.
• Provide general administration, client correspondence and file setup.

Skills

Client service

Detail oriented

Time management

Communication

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 support advisors and branch operations. The role includes preparing financial plans, processing transactions, and providing reception and admin support in a client-centric environment.

The position emphasizes in-office collaboration, multi-tasking across responsibilities, and delivering a personalized client experience. Visa sponsorship is restricted to eligible applicants; in-office presence is expected.