Financial Planning & Client Service Associate

Threadneedle group; Atlanta (GA); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in Atlanta to support high-producing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to deepen relationships.

The role emphasizes in-office collaboration and timely processing of paperwork. Ideal candidates hold a Bachelor’s degree with 3–5 years in client service, plus Series 7 and state registrations or the ability to obtain them within 150 days.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience in client service.
• 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 & VariableContracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work with minimal supervision.
• Able to communicate with all levels within the organization.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and completing trades.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare for and coordinate new business paperwork including obtaining signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events with marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties: answer the advisor's phone, process expense reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service experience

Analytical skills

Strong math skills

Communication skills

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Office

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in Atlanta to support high-producing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to deepen relationships.

The role emphasizes in-office collaboration and timely processing of paperwork. Ideal candidates hold a Bachelor’s degree with 3–5 years in client service, plus Series 7 and state registrations or the ability to obtain them within 150 days.