Financial Planning Client Services Associate

Threadneedle group; Henderson (NV); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial’s Advisor Group seeks a Registered Client Service Associate to support high‑performing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to retain and grow relationships.

Ideal candidates bring 3–5 years in client service, securities licensing or progress toward licenses, and strong analytical abilities with superior organization and communication skills.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail-oriented with strong math and analytical skills.
• Good organization and time management.

Responsibilities

• Assist advisors in servicing clients including preparing financial plans and conducting investment research.
• Prepare and summarize client meetings with data entry, agendas and follow-up.
• Ensure new business paperwork is submitted efficiently with signatures and documentation.
• Coordinate marketing events and manage compliance documentation.
• Provide general administrative support such as phone coverage, expense reports and client communications.

Skills

Client service

Analytical skills

Detail oriented

Time management

Communication

Team oriented

Computer/software skills

Education

Bachelor's degree or equivalent

Tools

Series 7 (or pursuing)

Securities registrations (S63/S66)

Job description

Ameriprise Financial’s Advisor Group seeks a Registered Client Service Associate to support high‑performing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to retain and grow relationships.

Ideal candidates bring 3–5 years in client service, securities licensing or progress toward licenses, and strong analytical abilities with superior organization and communication skills.