Client Success Associate - Financial Advisory Support

Threadneedle group; Overland Park (KS); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial advisory office. You will assist in daily operations, help set up client accounts, coordinate client meetings, and act as liaison between clients and the advisor.

The role emphasizes ethical standards, regulatory compliance, and delivering a distinctive client experience; candidate should be detail-oriented, organized, and able to multi-task in a collaborative environment.

Qualifications

• College degree or higher in Finance or Mathematics.
• 2+ years of similar experience in client service or financial offices.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication with clients.

Responsibilities

• Assist in daily business operations and client servicing tasks.
• Support financial advisor with account setup and client questions.
• Maintain client files and records following retention policies.
• Coordinate client meetings, notes, and communications on personal letterhead when needed.
• Prepare preliminary planning recommendations and basic product solutions for advisor review.

Skills

Attention to detail

Client communication

Time management

Organization

Multi-tasking

Professional ethics

Education

College degree or higher in Finance or Mathematics

2+ years of similar experience

Tools

MOD

Go Social

Advisor website

Job description

Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial advisory office. You will assist in daily operations, help set up client accounts, coordinate client meetings, and act as liaison between clients and the advisor.

The role emphasizes ethical standards, regulatory compliance, and delivering a distinctive client experience; candidate should be detail-oriented, organized, and able to multi-task in a collaborative environment.