Financial Planning & Client Service Associate

RiverSource Life Insurance Company; Hingham (MA); Hybrid; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial in Hingham, Massachusetts, is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, conducting investment research, and managing client interactions. You will help retain and deepen client relationships through meticulous planning and follow-up.

The role requires a Bachelor's degree and 3–5 years of experience. Licenses (Series 7, S63/S66, S65/S66, Life/Health) or the ability to obtain them within 150 days are needed.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years of relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registrations (S63/S66) or ability to obtain within 150 days.
• State IAR registration (S65/S66) or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and conducting investment research.
• Prepare and summarize client meetings, schedule meetings, enter data, and provide follow-up.
• Prepare for and submit new business paperwork, obtain signatures, and coordinate rollovers.
• Coordinate marketing events and manage compliance documentation and reimbursements.
• Provide general administrative duties and support for closes and client files.

Skills

Client service

Analytical skills

Detail oriented

Time management

Communication

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Series 7 license

S63 or S66 registration

S65 or S66 registration

Life/Health licenses

Job description

Ameriprise Financial in Hingham, Massachusetts, is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, conducting investment research, and managing client interactions. You will help retain and deepen client relationships through meticulous planning and follow-up.

The role requires a Bachelor's degree and 3–5 years of experience. Licenses (Series 7, S63/S66, S65/S66, Life/Health) or the ability to obtain them within 150 days are needed.