Financial Planning Client Services Associate

Ameriprise Financial; Chicago (IL); On-site; USD 64,000 - 88,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Paid time off

Job summary

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 to deepen relationships.

You will assist with plan preparation, meetings, and paperwork, while coordinating marketing events and maintaining compliance. This in-office role emphasizes client-centric service and strong analytical and organizational skills.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years of relevant experience required.
• Series 7 or ability to obtain within 150 days; S63/S66 eligibility.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Strong organizational, math and analytical abilities.

Responsibilities

• Assist advisor in servicing clients, preparing financial plans and completing trades.
• Prepare and summarize client meetings, set agendas, and coordinate follow-up.
• Prepare new business paperwork, obtain signatures and forward to home office.
• Coordinate marketing events and manage required compliance documentation.

Skills

Client service

Communication

Time management

Analytical skills

Multitasking

Education

Bachelor's degree or equivalent

Job description

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 to deepen relationships.

You will assist with plan preparation, meetings, and paperwork, while coordinating marketing events and maintaining compliance. This in-office role emphasizes client-centric service and strong analytical and organizational skills.