Financial Services Client Success Associate

00015 Ameriprise Financial Services, LLC.; Scottsdale (AZ); Hybrid; USD 48,000 - 62,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join the operations team and support advisors and branches. You will assemble and analyze client data, help prepare financial plans, and process transactions while providing administrative and reception support as needed.

The role emphasizes in-office collaboration with four days onsite and one day remote, offering licensing support and career development opportunities to advance within the firm.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years Relevant Experience Required.
• 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.
• Bachelor's degree or equivalent.

Responsibilities

• Assist advisor 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order 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 creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process 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 environment

Time management

Attention to detail

Organization

Multitasking

Communication skills

Independent work

Teamwork

Computer skills

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join the operations team and support advisors and branches. You will assemble and analyze client data, help prepare financial plans, and process transactions while providing administrative and reception support as needed.

The role emphasizes in-office collaboration with four days onsite and one day remote, offering licensing support and career development opportunities to advance within the firm.