Financial Planning Client Services Associate

Ameriprise Financial Services, LLC; Atlanta (GA); Hybrid; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

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. The role emphasizes accuracy, relationship-building, and proactive administration in a hybrid in-office setting.

Responsibilities include scheduling meetings, data entry, preparing forms and paperwork, and coordinating events.

Qualifikationen

• Bachelor's degree or equivalent.
• 3–5 years relevant client service experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registrations (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 in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities with minimal supervision.
• Strong communication across levels and teams.

Aufgaben

• Assist advisor in servicing clients including preparing financial plans and conducting investment research.
• Prepare and summarize client meetings; enter data, build agendas, and provide follow-up.
• Prepare new business paperwork, obtain signatures, and track insurance applications.
• Coordinate marketing events and manage marketing documentation and reimbursements.
• Provide general administrative duties including answering the advisor's phone and processing reports.

Kenntnisse

Client service

Detail oriented

Analytical skills

Time management

Communication

Teamwork

Organization

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

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. The role emphasizes accuracy, relationship-building, and proactive administration in a hybrid in-office setting.

Responsibilities include scheduling meetings, data entry, preparing forms and paperwork, and coordinating events.