Client Support & Financial Planning Prep Associate

00015 Ameriprise Financial Services, LLC.; United States; Hybrid; USD 51,000 - 63,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Support Associate to shadow client appointments, learn financial planning processes, and support advisors in delivering client-focused service. You will handle calls, paperwork, and scheduling while developing skills for a future Financial Advisor role.

The role emphasizes in-office collaboration, with four days in the office and one day per week working remotely. A base pay of $57,000 per year accompanies a comprehensive benefits program.

Qualifications

• High school diploma or GED required.
• 1+ years of relevant experience.
• Current FINRA Series 7; S63 or S66; state IAR (S65 or S66) or willing to obtain within 90 days.
• Must have or obtain Minnesota Life, Accident/Health Insurance and Variable Contracts license within 30 days of hire.
• Previous experience delivering outstanding client service.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and work in a team environment.

Responsibilities

• Handle client interactions and convert service calls to sales opportunities.
• Prepare Financial Advisors for sales presentations and client meetings.
• Perform first call resolution and process routine clerical transactions.
• Transact on behalf of advisors and support the client relationship manager in planning.
• Gather and document information to ensure compliance requirements are met.
• Liaise between product specialists and financial advisors to make recommendations.
• Engage in ongoing professional development to enhance industry and product knowledge.
• Maintain all required licenses up to date.

Skills

Customer service

Detail oriented

Math skills

Time management

Team oriented

Communication skills

Education

High school diploma or GED

Bachelor’s degree or equivalent

Tools

FINRA Series 7

S63/S66

IAR license (S65/S66)

Minnesota Life/Accident & Health/ Variable Contracts license

Job description

Ameriprise Financial Services, LLC is seeking a Client Support Associate to shadow client appointments, learn financial planning processes, and support advisors in delivering client-focused service. You will handle calls, paperwork, and scheduling while developing skills for a future Financial Advisor role.

The role emphasizes in-office collaboration, with four days in the office and one day per week working remotely. A base pay of $57,000 per year accompanies a comprehensive benefits program.