Financial Planning Client Services Specialist

Ameriprise Financial Services, LLC; Providence (RI); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Hybrid work option

In-office collaboration

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors with financial planning materials, meeting preparation, and client interactions. You will help build financial plans, conduct research, and assist with trades and paperwork to strengthen client relationships.

The role emphasizes client service, attention to detail, and collaboration with a team in a hybrid in-office setting, with in-person collaboration at least four days per

Qualifications

• Bachelor's degree or equivalent is required.
• Experience in a client service environment is preferred.
• Financial planning exposure is a plus.

Responsibilities

• Assist advisor by preparing financial plans and research.
• Prepare client meeting materials and coordinate scheduling.
• Process new paperwork and coordinate rollovers.
• Support marketing events with compliant materials.
• Handle routine client correspondence and administrative tasks.

Skills

Client service

Financial planning

Analytical skills

Communication

Time management

Teamwork

Education

Bachelor's degree or equivalent

Tools

CRM Systems

MS Office

Portfolio tools

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors with financial planning materials, meeting preparation, and client interactions. You will help build financial plans, conduct research, and assist with trades and paperwork to strengthen client relationships.

The role emphasizes client service, attention to detail, and collaboration with a team in a hybrid in-office setting, with in-person collaboration at least four days per