Financial Planning & Client Services Associate

Ameriprise Financial, Inc.; Tacoma (WA); Sur place; USD 58 000 - 80 000; Plein temps

Avantages offerts par ce poste

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Variable pay via bonus

Résumé du poste

Ameriprise Financial, Inc. is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

The role emphasizes in-person collaboration and a client-centric approach with opportunities for bonus and benefits. The position requires a bachelor’s degree, licenses within 150 days, and strong analytical and communication skills.

Qualifications

• Detail oriented with strong math and analytical skills.
• Ability to communicate with all levels of the organization.
• Good organization and time management skills.

Responsabilités

• 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 for and coordinate marketing events with compliance documentation and reimbursements.
• Provide general administrative duties including phone support, expense reports, and client file setup.

Connaissances

Detail oriented

Analytical skills

Strong math

Communication across levels

Time management

Formation

Bachelor's degree or equivalent

Outils

MS Office

Description du poste

Ameriprise Financial, Inc. is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

The role emphasizes in-person collaboration and a client-centric approach with opportunities for bonus and benefits. The position requires a bachelor’s degree, licenses within 150 days, and strong analytical and communication skills.