Client Services & Financial Planning Associate

Gamma Phi Omega International; Vancouver, Northern (WA, KY); Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan

Paid Time Off

Dental Insurance

Life Insurance

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in Vancouver, WA to support top advisors by preparing financial plans, conducting investment research, and handling client communications. You will schedule and summarize client meetings, manage forms and paperwork for new business, and coordinate events with marketing and compliance teams.

The role emphasizes strong analytical skills, attention to detail, and the ability to manage multiple priorities with minimal supervision

Qualifications

• Bachelor's degree or equivalent.
• 3-5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare for and coordinate marketing events including crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service

Analytical thinking

Time management

Detail oriented

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Excel

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in Vancouver, WA to support top advisors by preparing financial plans, conducting investment research, and handling client communications. You will schedule and summarize client meetings, manage forms and paperwork for new business, and coordinate events with marketing and compliance teams.

The role emphasizes strong analytical skills, attention to detail, and the ability to manage multiple priorities with minimal supervision