Financial Planning Client Services Associate

ameriprise; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

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

The role emphasizes client service, data entry, meetings coordination, and compliance, with in-office collaboration and eligibility for necessary securities licenses. Full-time in-office position within the Ameriprise Advisor Group.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration or ability to obtain within 150 days.
• State IAR registration or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to communicate with all levels within the organization.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades.
• 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 submitted including forms, signatures, documents to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including compliance documentation and event marketing reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, support for closes, set up of client files, and alerts.

Skills

Attention to detail

Math skills

Analytical skills

Organization

Time management

Communication

Computer skills

Software skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

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

The role emphasizes client service, data entry, meetings coordination, and compliance, with in-office collaboration and eligibility for necessary securities licenses. Full-time in-office position within the Ameriprise Advisor Group.