Financial Planning & Client Services Associate

Threadneedle group; Chesterfield (MO); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in Chesterfield, MO, to support high-producing advisors with client meetings, financial plans, and trade processing.

The role requires 3–5 years of client service experience, a bachelor’s degree or equivalent, and securities licenses or the ability to obtain them within 150 days. This in-office position emphasizes detailed planning and collaborative client service.

Qualifications

• Bachelor’s degree or equivalent required.
• 3–5 years relevant client service experience.
• 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.
• Strong math, analytical, and organizational skills.
• Ability to manage multiple priorities and work with minimal supervision.
• Excellent communication across all levels.

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 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 experience

Analytical skills

Detail oriented

Math skills

Time management

Communication with all levels

Team collaboration

Independent work

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in Chesterfield, MO, to support high-producing advisors with client meetings, financial plans, and trade processing.

The role requires 3–5 years of client service experience, a bachelor’s degree or equivalent, and securities licenses or the ability to obtain them within 150 days. This in-office position emphasizes detailed planning and collaborative client service.