Client Services Associate – Financial Planning Support

ameriprise; Minnetonka (MN); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedule

Minnetonka office

Job summary

Ameriprise Financial, Strand & Associates, a private wealth advisory practice, seeks a Client Service Associate to join our team in Minnetonka. You will coordinate client meetings, prepare documentation, and support advisors with timely, accurate service.

Qualified candidates have a Bachelor’s degree and 2+ years in financial services, with strong organizational and communication skills and familiarity with CRM systems.

Qualifications

• Bachelor's degree required and strong communication skills.
• Two years' experience in financial services preferred.
• Organized with excellent attention to detail and client-service focus.

Responsibilities

• Schedule and coordinate client meetings, manage calendars and logistics.
• Prepare materials and follow-up actions; assist with documentation and forms.
• Maintain client records in the CRM and support advisor team.
• Contribute to office operations and process improvements.

Skills

Organizational skills

Verbal and written communication

Attention to detail

Client service mindset

Education

Bachelor's degree

Tools

CRM systems

MoneyGuide

Ameriprise systems

Job description

Ameriprise Financial, Strand & Associates, a private wealth advisory practice, seeks a Client Service Associate to join our team in Minnetonka. You will coordinate client meetings, prepare documentation, and support advisors with timely, accurate service.

Qualified candidates have a Bachelor’s degree and 2+ years in financial services, with strong organizational and communication skills and familiarity with CRM systems.