Financial Planning Associate, Client Services

Ameriprise Financial Services; United States; On-site; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions. You will contribute to a personalized client experience and help retain and deepen relationships.

Key duties include assisting with client meetings, preparing plans and investment research, processing trades, coordinating marketing events, and handling routine administrative tasks.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities with minimal supervision.
• Excellent communication across levels and team.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings.
• Prepare for and coordinate marketing events with compliance docs and reimbursements.
• Provide general administrative duties such as answering phones, processing reports, client correspondence, and file setup.

Skills

Client service experience

Analytical skills

Communication skills

Detail oriented

Time management

Team collaboration

Strong computer skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions. You will contribute to a personalized client experience and help retain and deepen relationships.

Key duties include assisting with client meetings, preparing plans and investment research, processing trades, coordinating marketing events, and handling routine administrative tasks.