Financial Planning Client Services Associate

Threadneedle group; Vancouver (WA); Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Paid time off

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in Vancouver, WA. You will support high-producing advisors by preparing financial plans, conducting research, and managing client interactions to deepen relationships.

The role requires a bachelor's degree, 3–5 years of experience, and various securities licenses. In-office collaboration is expected with a four-day in-office schedule and one day remote as applicable.

Qualifications

• Bachelor's degree or equivalent required.
• 3–5 years relevant experience required.
• 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.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans and conducting investments.
• Prepare and summarize client meetings, enter data, and coordinate follow-ups.
• Prepare new business paperwork, obtain signatures, and coordinate submissions to home office.
• Coordinate marketing events, craft compliance documents, and manage reimbursements.
• Provide general administrative support including phone coverage, expense reports, and client file setup.

Skills

Client service

Financial planning

Analytical skills

Communication

Time management

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in Vancouver, WA. You will support high-producing advisors by preparing financial plans, conducting research, and managing client interactions to deepen relationships.

The role requires a bachelor's degree, 3–5 years of experience, and various securities licenses. In-office collaboration is expected with a four-day in-office schedule and one day remote as applicable.