Client Services & Operations Specialist

Threadneedle group; Jacksonville, Northern (FL, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate/Manager to help run a fast-paced financial planning office within an Ameriprise Financial Franchise. You will support daily operations, assist advisors, manage client interactions, and help organize client meetings and seminars with a strong emphasis on accuracy and compliance.

The role emphasizes client relationship support, attention to detail, and effective communication within a collaborative team environment.

Qualifications

• College degree or higher is required.
• Pass exams for federal and state licenses and registrations for securities.
• 2+ years of similar experience in financial services or advisory support.

Responsibilities

• Assist in daily office operations and client service tasks.
• Support financial advisor(es) and associate advisors in workflow.
• Maintain client files and ensure accurate account setup.
• Coordinate client meetings and seminars; handle inquiries and follow-ups.
• Provide guidance on compliance and regulatory practices within the advisor's practice.

Skills

Attention to detail

Effective communication

Time management

Multitasking

Phone etiquette

Compliance knowledge

Education

Bachelor's degree

Licensing exams (Series 7, Series 66, Life/Health)

Tools

MOD

Go Social

Advisor website

Job description

Ameriprise Financial is seeking a Client Service Associate/Manager to help run a fast-paced financial planning office within an Ameriprise Financial Franchise. You will support daily operations, assist advisors, manage client interactions, and help organize client meetings and seminars with a strong emphasis on accuracy and compliance.

The role emphasizes client relationship support, attention to detail, and effective communication within a collaborative team environment.