Financial Planning Client Services Associate

00015 Ameriprise Financial Services, LLC.; Tacoma (WA); On-site; USD 58,000 - 80,000; Full time

Job summary

Ameriprise Financial Services, LLC. in Tacoma, WA seeks a Registered Client Service Associate to support high-producing advisors. You’ll prepare financial plans, research investments, and manage client interactions to deepen relationships.

The role requires a bachelor’s degree, 3–5 years of client service experience, and securities licenses. In-office collaboration is emphasized with occasional remote work; base pay is competitive with bonus potential.

Qualifications

• Bachelor’s degree or equivalent required.
• 3–5 years of relevant experience.
• Series 7 required or able 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 and Variable Contracts or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail-oriented with strong math and analytical skills.
• Excellent organization and time management.
• Ability to manage multiple priorities and work with minimal supervision.
• Strong communication across all levels and team collaboration.
• Proficient with computers and software.

Responsibilities

• Assist advisors by preparing financial plans and researching investments.
• Prepare and summarize client meetings and document follow-ups.
• Coordinate new business paperwork and insurance applications.
• Support in-person collaboration and events with marketing materials.
• Provide general administrative duties to support advisors.

Skills

Bachelor's degree

3-5 years experience

Series 7

S63/S66 registration

S65/S66 IAR registration

Life/Health licenses

Client service experience

Detail oriented

Organization & time management

Prioritization

Independent work

Communication across levels

Team collaboration

Computer & software skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. in Tacoma, WA seeks a Registered Client Service Associate to support high-producing advisors. You’ll prepare financial plans, research investments, and manage client interactions to deepen relationships.

The role requires a bachelor’s degree, 3–5 years of client service experience, and securities licenses. In-office collaboration is emphasized with occasional remote work; base pay is competitive with bonus potential.