Financial Planning & Client Service Associate

RiverSource Life Insurance Company; Atlanta, Northern (GA, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in Atlanta to support high-producing advisors by preparing portfolio materials, performing investment research, and handling client interactions. You will guide clients through meetings, assist with paperwork, and ensure accurate processing of new business and insurance applications.

You will also coordinate events, maintain compliance, and provide essential administrative support, enabling a seamless client experience and

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 & Variable Contracts 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 prioritize effectively.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

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, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork submitted which includes preparing forms, obtain signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service

Analytical skills

Detail oriented

Time management

Communication skills

Multitasking

Math skills

Team collaboration

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 by preparing portfolio materials, performing investment research, and handling client interactions. You will guide clients through meetings, assist with paperwork, and ensure accurate processing of new business and insurance applications.

You will also coordinate events, maintain compliance, and provide essential administrative support, enabling a seamless client experience and