Financial Planning Client Services Associate

Ameriprise Financial, Inc.; Old Saybrook (CT); On-site; USD 64,000 - 88,000; Full time

Benefits offered by this job

Comprehensive benefits program

Job summary

Ameriprise Financial, Inc. is seeking a Registered Client Service Associate to provide dedicated support to high producing advisors.

You will prepare portfolio materials for client meetings, build financial plans, and manage client interactions to deepen relationships. Responsibilities include preparing plans, researching investments, scheduling meetings, processing paperwork, and coordinating marketing events.

Qualifications

• Bachelor's degree or equivalent.
• 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 & Variable Contracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Able to communicate with all levels within the organization.
• Strong computer and software skills.

Responsibilities

• 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, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service experience

Strong math/analytical skills

Communication skills

Proficient in computers

Time management

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Ameriprise Financial, Inc. is seeking a Registered Client Service Associate to provide dedicated support to high producing advisors.

You will prepare portfolio materials for client meetings, build financial plans, and manage client interactions to deepen relationships. Responsibilities include preparing plans, researching investments, scheduling meetings, processing paperwork, and coordinating marketing events.