Financial Planning Client Services Associate

00015 Ameriprise Financial Services, LLC.; Town of Florida (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

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

The role requires a Bachelor's degree, 3–5 years in client service, licenses or ability to obtain, strong math and analytical skills, and the ability to manage multiple priorities while working with minimal supervision in a hybrid in-office setting.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience; Series 7 or ability to obtain within 150 days or S63/S66 or IAR registrations within 150 days or Life/AD& Health licenses or ability to obtain within 150 days; client service experience.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities with minimal supervision.
• Strong communication across all levels and team-oriented.
• Proficient in general computer software and data entry.

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 for and coordinate new business paperwork, obtain signatures, and track insurance applications and rollovers.
• Coordinate marketing events, craft marketing compliance documentation and manage event reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, client correspondence, and file setup.

Skills

Client service experience

Attention to detail

Analytical skills

Time management

Independent work

Communication

Team collaboration

Computer skills

Multitasking

Education

Bachelor's degree or equivalent

Tools

MS Office

CRM systems

Job description

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

The role requires a Bachelor's degree, 3–5 years in client service, licenses or ability to obtain, strong math and analytical skills, and the ability to manage multiple priorities while working with minimal supervision in a hybrid in-office setting.