Client Services Specialist — Financial Planning Support

Ameriprise Financial; Vancouver (WA); Hybrid; USD 54,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k)

Dental insurance

Life insurance

Job summary

Ameriprise Financial is hiring a Client Service Associate to join the operations team. The CSA supports advisors and branches by servicing clients, preparing financial plans, processing transactions, and handling practice-management tasks.

You’ll also provide reception and general administrative support, adhering to firm policies and digital tools. The role emphasizes in-office collaboration with four days onsite and one day remote, fostering client-centric service and teamwork.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Strong communication with all levels; process oriented and team friendly.
• Proficient in computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings; schedule, enter data, create agendas and summaries.
• Prepare and ensure new business paperwork is submitted, track insurance applications and coordinate rollovers.
• Coordinate marketing events with compliance documentation and reimbursement.
• Provide general administrative duties: answer phones, process expense reports, prepare routine client correspondence, support for closes and client files.

Skills

Client service

Data analysis

Time management

Communication

Teamwork

Attention to detail

Multi-tasking

Education

Associate degree or equivalent

Bachelor’s degree preferred

Tools

CRM software

Job description

Ameriprise Financial is hiring a Client Service Associate to join the operations team. The CSA supports advisors and branches by servicing clients, preparing financial plans, processing transactions, and handling practice-management tasks.

You’ll also provide reception and general administrative support, adhering to firm policies and digital tools. The role emphasizes in-office collaboration with four days onsite and one day remote, fostering client-centric service and teamwork.