Financial Services Client Support Associate

Ameriprise Financial; Scottsdale (AZ); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid schedule

Job summary

Ameriprise Financial is seeking a Client Service Associate to join our Scottsdale operations team. You will support advisors by servicing clients, preparing financial plans, processing trades, and coordinating meetings, while also providing branch reception and administrative support.

This role emphasizes accuracy, client service focus, and collaboration within a team in a hybrid in-office environment. Qualified candidates typically have an Associate degree and 3–5 years in a client service

Qualifications

• Associate degree required; 3–5 years in a client service environment preferred.
• Detail oriented with strong math, analytical, and organizational skills.
• Ability to communicate with all levels and manage multiple priorities.
• Proficient with computers and software applications.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Enter data into contact manager; schedule and summarize meetings; escort clients to advisor.
• Prepare new business paperwork, coordinate signatures, and track insurance applications.
• Coordinate events and manage marketing compliance documentation; perform general branch administrative duties.

Skills

Client service

Data entry

Meeting coordination

Communication

Education

Associate degree

Bachelor's degree preferred

Tools

CRM

Excel

Job description

Ameriprise Financial is seeking a Client Service Associate to join our Scottsdale operations team. You will support advisors by servicing clients, preparing financial plans, processing trades, and coordinating meetings, while also providing branch reception and administrative support.

This role emphasizes accuracy, client service focus, and collaboration within a team in a hybrid in-office environment. Qualified candidates typically have an Associate degree and 3–5 years in a client service