Financial Planning & Client Services Associate

Threadneedle group; Virginia Beach (VA); Hybrid; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to grow relationships.

Role requires Series 7 or ability to obtain within 150 days, state registrations, and various licenses. In-office collaboration is standard, with four days in the office and one day remote.

Qualifikationen

• Bachelor's degree or equivalent.
• 3–5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registrations (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.
• 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; process oriented and team focused.
• In-Office Collaboration: in-person four days/week; some roles may vary.
• Visa Sponsorship: requires valid work authorization without future sponsorship.

Aufgaben

• 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.
• Prepare and ensure new business paperwork submitted, obtain signatures, and coordinate rollovers.
• Prepare for and coordinate marketing events with compliant documentation and reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing reports, and maintaining client files.

Kenntnisse

Client service

Analytical skills

Detail oriented

Time management

Communication skills

Team collaboration

Ausbildung

Bachelor's degree or equivalent

Tools

CRM software

MS Office

Financial planning tools

Jobbeschreibung

Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors. You will prepare financial plans, conduct investment research, and manage client interactions to grow relationships.

Role requires Series 7 or ability to obtain within 150 days, state registrations, and various licenses. In-office collaboration is standard, with four days in the office and one day remote.