Financial Planning Support Associate

00015 Ameriprise Financial Services, LLC.; West Des Moines (IA); On-site; USD 50,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate in West Des Moines, IA to support top advisors by preparing portfolio materials, building financial plans, and coordinating client interactions to drive relationships.

You will assist with meeting preparation, data entry, new business paperwork, and coordination of marketing events, while ensuring compliance and timely follow‑up with clients and advisors.

Qualifications

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience.
• Series7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• Experience in a client service environment.
• Detail-oriented with strong math and analytical skills.
• Excellent organization and time management.
• Ability to manage multiple priorities and work with minimal supervision.
• Strong communication across all levels within the organization.
• Proficient with typical computer software.

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, escorting clients to advisor meeting and providing vital follow‑up.
• Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
• Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.

Skills

Client service

Attention to detail

Organization and time management

Analytical skills

Communication across all levels

Multitasking

Independent worker

Computer and software skills

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate in West Des Moines, IA to support top advisors by preparing portfolio materials, building financial plans, and coordinating client interactions to drive relationships.

You will assist with meeting preparation, data entry, new business paperwork, and coordination of marketing events, while ensuring compliance and timely follow‑up with clients and advisors.