Financial Planning Client Service Associate

Ameriprise Financial Services, LLC

West Des Moines (IA)

On-site

USD 55,000 - 75,000

Full time

2 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

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

You will schedule meetings, summarize discussions, and ensure timely processing of paperwork and rollovers. Ideal candidates have a bachelor’s degree, 3-5 years of client service experience, and relevant securities licenses or

Qualifications

Bachelor's degree or equivalent required.
3-5 years of 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.
Experience working in a client service environment.
Detail-oriented with 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.

Responsibilities

Assist advisors 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, entering data, building agendas, and providing follow-up.
Ensure new business paperwork is submitted efficiently including forms, signatures, and documentation for submission to home office, and coordinating rollovers.
Coordinate marketing events including organization, vendor contact, finalizing details, and marketing compliance documentation.