Financial Planning Client Services Associate

Ameriprise Financial Services, LLC; Dublin (OH); Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Paid time off

Job summary

Ameriprise Financial Services, LLC 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. The role emphasizes client-focused service, accuracy, and collaborative teamwork to deliver a superior client experience.

The position requires a bachelor’s degree, 3–5 years of experience in client service, and appropriate securities licenses or the ability to

Qualifications

• Bachelor's degree required or equivalent.
• 3–5 years relevant experience.
• Licenses: Series 7, S63/S66, S65/S66 and Life/Health licenses or ability to obtain within 150 days.

Responsibilities

• Assist advisors in servicing clients, prepare financial plans and conduct investment research.
• Schedule and summarize client meetings; manage data in contact manager; support follow-up.
• Prepare new business paperwork; handle signatures; coordinate rollovers and insurance applications.
• Coordinate marketing events; prepare compliance documentation; manage reimbursements.
• Provide general admin duties; answer phones; manage expense reports; maintain client files.

Skills

Series 7

Client service

Detail oriented

Analytical skills

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Office

Job description

Ameriprise Financial Services, LLC 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. The role emphasizes client-focused service, accuracy, and collaborative teamwork to deliver a superior client experience.

The position requires a bachelor’s degree, 3–5 years of experience in client service, and appropriate securities licenses or the ability to