Financial Planning: Client Services Associate

Ameriprise Financial Services, LLC; Newton (MA); Hybrid; USD 67.000 - 92.000; Vollzeit

Zusammenfassung

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. This role emphasizes delivering a personalized client experience.

You will coordinate meetings, assist with new business paperwork, and support marketing events while maintaining strong organizational and analytical skills.

Qualifikationen

• Bachelor's degree or equivalent.
• 3 - 5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Contract licenses or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Strong communication across all levels and teams.
• Strong computer and software skills.

Aufgaben

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and meeting summaries, escorting clients to the advisor, and providing follow-up.
• Prepare for and ensure new business paperwork is submitted, including forms, signatures, documentation to home office, tracking insurance applications, and coordinating rollovers.
• Prepare for and coordinate marketing events, including marketing compliance documentation and event reimbursements.
• Provide general administrative duties such as answering phones, processing expense reports, preparing client correspondence, and organizing client files.

Kenntnisse

Client service experience

Analytical skills

Detail oriented

Time management

Communication

Computers & software skills

Ausbildung

Bachelor's degree

Jobbeschreibung

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. This role emphasizes delivering a personalized client experience.

You will coordinate meetings, assist with new business paperwork, and support marketing events while maintaining strong organizational and analytical skills.