Financial Planning Client Services Associate

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

Benefits offered by this job

Health insurance

401(k) plan

Paid vacation

Paid sick time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support advisors, prepare financial plans, and manage client interactions. The role focuses on analyzing client needs, preparing meeting materials, and coordinating paperwork to advance business opportunities.

You will handle scheduling, data entry, and essential administrative tasks while maintaining compliant documentation. The team emphasizes in-office collaboration with some flexibility for remote work as needed.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years of relevant experience preferred.
• Series 7 or ability to obtain within 150 days; state registrations or ability to obtain; licenses for life, health, and variable contracts or ability to obtain within 150 days.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and conducting investment research.
• Prepare and summarize client meetings, enter data, build agendas, and provide follow-up.
• Prepare new business paperwork, obtain signatures, and track insurance applications.
• Coordinate marketing events and manage marketing documentation.

Skills

Client service

Financial planning

Analytical skills

Time management

Communication

Teamwork

Computer literacy

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM software

Financial planning software

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support advisors, prepare financial plans, and manage client interactions. The role focuses on analyzing client needs, preparing meeting materials, and coordinating paperwork to advance business opportunities.

You will handle scheduling, data entry, and essential administrative tasks while maintaining compliant documentation. The team emphasizes in-office collaboration with some flexibility for remote work as needed.