Financial Planning Client Services Associate

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

Job summary

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

In this role you will assist with investment research, trade processing, and event coordination while handling administrative duties. A Bachelor's degree and relevant licenses or the ability to obtain them are required.

Qualifications

• Bachelor's degree or equivalent is required.
• Experienced in client service environments.
• Detail oriented with strong math and analytical abilities.
• Able to communicate with all levels and work independently with minimal supervision.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and completing trades.
• Prepare and summarize client meetings, enter data, and provide follow-up.
• Ensure new business paperwork is submitted with proper signatures and documentation.
• Coordinate marketing events and manage related compliance documentation.
• Provide general administrative duties to support advisors and operations.

Skills

Client service experience

Detail orientation

Analytical skills

Communication skills

Computer skills

Education

Bachelor's degree or equivalent

Job description

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

In this role you will assist with investment research, trade processing, and event coordination while handling administrative duties. A Bachelor's degree and relevant licenses or the ability to obtain them are required.