Financial Services Client Advisor

ameriprise; Dublin (OH); Hybrid; USD 27,000 - 37,000; Full time

Job summary

Ameriprise Financial in Dublin, OH is seeking a Client Service Associate to join our operations team. You will support advisors and branches by servicing clients, preparing financial plans, processing transactions, and handling routine administrative tasks.

This in-office role requires an Associate degree, 3–5 years of client service experience, strong math and analytical skills, and the ability to manage multiple priorities. In-office collaboration is expected, with one remote day per week.

Qualifications

• Associate degree or equivalent required.
• 3–5 years of relevant experience in client service.
• Experience in a client service environment.
• Strong math, analytical and organizational skills.
• Ability to manage multiple priorities with minimal supervision.
• Excellent communication across levels; team oriented.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans and trades.
• Prepare and summarize client meetings, manage data entry and agendas.
• Handle new business paperwork and insurance applications.
• Coordinate marketing events and manage marketing documentation.
• Provide general administrative duties and office support.

Skills

Client service experience

Attention to detail

Analytical skills

Time management

Communication skills

Multi-tasking

Computer skills

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office

CRM software

Data analysis tools

Job description

Ameriprise Financial in Dublin, OH is seeking a Client Service Associate to join our operations team. You will support advisors and branches by servicing clients, preparing financial plans, processing transactions, and handling routine administrative tasks.

This in-office role requires an Associate degree, 3–5 years of client service experience, strong math and analytical skills, and the ability to manage multiple priorities. In-office collaboration is expected, with one remote day per week.