Financial Planning Client Services Associate

ameriprise; Hingham (MA); Hybrid; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support a high-producing advisor by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

You will assist with scheduling, meeting summaries, and coordinating new business paperwork, while ensuring compliance and efficient office operations. Strong analytical and numerical skills are essential for success.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration or ability to obtain within 150 days.
• State IAR registration 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, strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Good communication across levels; team oriented.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building agendas and meeting summaries, and providing follow-up.
• Prepare and ensure new business paperwork is submitted, including forms, signatures and documentation; track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events, including crafting marketing compliance documentation and managing event reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, drafting routine client correspondence, and setting up client files.

Skills

Client service

Analytical skills

Computer skills

Education

Bachelors degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support a high-producing advisor by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

You will assist with scheduling, meeting summaries, and coordinating new business paperwork, while ensuring compliance and efficient office operations. Strong analytical and numerical skills are essential for success.