Financial Planning Client Support Specialist

00015 Ameriprise Financial Services, LLC.; Georgia; Hybrid; USD 67,000 - 92,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role emphasizes in-person collaboration, with four days in the office and one day optional work-from-home, and offers a base salary with possible incentives and a comprehensive benefits program.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• 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.
• Experience working in a client service environment.
• Detail orientated, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritizes effectively.
• Able to independently work with minimal supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• 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, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service experience

Analytical skills

Organization & time management

Communication across levels

Technical proficiency

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role emphasizes in-person collaboration, with four days in the office and one day optional work-from-home, and offers a base salary with possible incentives and a comprehensive benefits program.