Financial Planning Support Specialist

Threadneedle group; Hingham (MA); Hybrid; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial in Hingham, MA is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, performing research, and coordinating client meetings. This role emphasizes analytical skills, accuracy, and a client‑centric approach.

The successful candidate will manage scheduling, prepare new business paperwork, assist with marketing initiatives, and handle routine administrative tasks while pursuing required licenses (Series 7, S63/S66, S65/S66)

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years of relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities registrations (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 oriented with strong math and analytical skills.
• Able to manage multiple priorities and work independently.

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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to the advisor and providing vital follow-up.
• Prepare for and coordinate marketing events including crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting for closes, setting up client files, copying and sending new business correspondence and alerts.

Skills

Analytical skills

Detail oriented

Communication skills

Time management

Education

Bachelor's degree or equivalent

Tools

Office software

Job description

Ameriprise Financial in Hingham, MA is seeking a Registered Client Service Associate to support top advisors by preparing portfolio materials, performing research, and coordinating client meetings. This role emphasizes analytical skills, accuracy, and a client‑centric approach.

The successful candidate will manage scheduling, prepare new business paperwork, assist with marketing initiatives, and handle routine administrative tasks while pursuing required licenses (Series 7, S63/S66, S65/S66)