Financial Services Client Associate

Ameriprise Financial Services; Boca Raton (FL); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Ameriprise Financial Services in Boca Raton is seeking a Client Service Associate to support advisors and the operations team. The role involves preparing financial plans, processing transactions, and handling general administrative duties to help deliver a superior client experience.

The CSA position emphasizes data analysis, meeting coordination, and ongoing collaboration with the branch. Licensing support and training opportunities are available as part of career development.

Qualifikationen

• Associate degree or equivalent required.
• 3–5 years of relevant client service experience.
• Strong numerical and analytical abilities.
• Excellent organization and time management.
• Ability to work with minimal supervision.

Aufgaben

• Assist advisor with client servicing and financial plans.
• Prepare meetings agendas and summaries.
• Process new business paperwork and coordinate rollovers.
• Support marketing events and ensure compliance documentation.
• Provide general administrative duties and reception support.

Kenntnisse

Client service

Attention to detail

Math skills

Analytical thinking

Time management

Communication

Team player

Ausbildung

Associate degree or equivalent

Bachelor's degree or equivalent

Jobbeschreibung

Ameriprise Financial Services in Boca Raton is seeking a Client Service Associate to support advisors and the operations team. The role involves preparing financial plans, processing transactions, and handling general administrative duties to help deliver a superior client experience.

The CSA position emphasizes data analysis, meeting coordination, and ongoing collaboration with the branch. Licensing support and training opportunities are available as part of career development.