Client Services Associate, Financial Advisory

ameriprise; Overland Park (KS); On-site; USD 40,000 - 60,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support a fast-paced financial advisory office within an Ameriprise Financial Franchise. You will assist in daily operations, help ensure accurate account setup, and deliver a exceptional client experience under the guidance of a financial advisor.

The role emphasizes organization, communication, and adherence to professional ethics, with opportunities to engage clients, prepare planning materials, and coordinate client events as

Qualifications

• College degree or higher, with a finance or math focus.
• 2+ years of similar experience.
• Full-Time/Part-Time availability.
• Must reside near the Kansas City metro.

Responsibilities

• Assist in daily business operations.
• Set up accounts and answer client questions to support service delivery.
• Coordinate client seminars and events and manage client communications.
• Maintain client files and records per policy and regulatory requirements.
• Provide client care and support as needed in a fast-paced advisory practice.

Skills

Client communication

Time management

Organization

Attention to detail

Multi-tasking

Regulatory compliance awareness

Education

College degree or higher

Finance or Mathematics concentration

Job description

Ameriprise Financial is seeking a Client Service Associate to support a fast-paced financial advisory office within an Ameriprise Financial Franchise. You will assist in daily operations, help ensure accurate account setup, and deliver a exceptional client experience under the guidance of a financial advisor.

The role emphasizes organization, communication, and adherence to professional ethics, with opportunities to engage clients, prepare planning materials, and coordinate client events as