Financial Planning Client Services Associate

Ameriprise Financial Services, LLC

Wilmington (DE)

On-site

USD 50,000 - 75,000

Full time

8 days ago

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Job summary

Ameriprise Financial Services, LLC in Wilmington, Delaware seeks a Registered Client Service Associate to support a high-producing advisor team. You will help prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

Responsibilities include scheduling client meetings, entering data, coordinating new business paperwork, and supporting marketing events. Strong math, detail orientation, and the ability to multitask are required; a Series 7 or

Qualifications

Bachelor's degree or equivalent gained.
3–5 years relevant client service experience.
Series 7 license or ability to obtain within 150 days.
State securities agent registration (S63/S66) or ability to obtain within 150 days.
Detail-oriented with strong math and analytical skills.
Excellent organization and time management; multitasking capable.
Ability to communicate with all levels and work in a team.
Strong computer and software skills.

Responsibilities

Assist advisor(s) in servicing clients including preparing financial plans and research.
Prepare and summarize client meetings, enter data into contact manager, and manage meeting follow-ups.
Ensure new business paperwork is submitted; coordinate signatures and insurance apps.
Coordinate marketing events, vendors, and compliance documentation.
Provide general administrative duties and client communications.