Financial Planning Client Services Specialist

00015 Ameriprise Financial Services, LLC.

Monterey (CA)

On-site

USD 67,000 - 92,000

Full time

4 days ago

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Benefits offered by this job

Vacation time

Sick time

401(k)

Health

Dental

Life insurances

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join the operations team in a client-focused role. You will support advisors by preparing financial plans, performing investment research, and processing trades and transactions as directed.

In-office collaboration and comprehensive training accompany licensing support to advance your career. The role emphasizes servicing clients, scheduling meetings, handling paperwork, and coordinating events while maintaining strong

Qualifications

Associate (2-year) degree or equivalent.
3-5 years relevant experience.
Experience in a client service environment.
Detail oriented, strong math, and analytical skills.
Good organization and time management.
Able to manage multiple priorities and work independently.

Responsibilities

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings.
Ensure new business paperwork is submitted efficiently with forms, signatures, and insurance applications.
Coordinate marketing events including vendors, compliance docs and reimbursements.
Provide general administrative duties and client communications.