Client Services & Planning Support Specialist

Ameriprise Financial Services; Wilmington (DE); On-site; USD 55,000 - 65,000; Full time

Job summary

Ameriprise Financial Services in Wilmington, DE seeks a Client Service Associate to support advisors and the operations team. You will assemble and analyze client data, help prepare financial plans, process transactions, and provide branch administrative support as needed.

The role includes licensing and career development opportunities, and the successful candidate will thrive in a client-focused environment with strong organizational and communication skills.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience in client service.
• Experience working in a client service environment.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling, entering data, and creating agendas and summaries.
• Coordinate new business paperwork and insurance applications with signatures and home office submission.

Skills

Client service

Detail oriented

Time management

Communication

Analytical skills

Education

Associate degree or equivalent

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Ameriprise Financial Services in Wilmington, DE seeks a Client Service Associate to support advisors and the operations team. You will assemble and analyze client data, help prepare financial plans, process transactions, and provide branch administrative support as needed.

The role includes licensing and career development opportunities, and the successful candidate will thrive in a client-focused environment with strong organizational and communication skills.