Financial Services Client Support Associate

00015 Ameriprise Financial Services, LLC.

Wilmington (DE)

Hybrid

USD 42,000 - 64,000

Full time

2 days ago

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Job summary

Ameriprise Financial Services, LLC. is expanding its operations team and seeks a Client Service Associate to support advisors and branches.

The role involves preparing financial plans, client data analysis, and handling transactions, with emphasis on accurate documentation and client-focused service. You will work closely with advisors, participate in meetings, and assist with onboarding, marketing events, and administrative tasks, including license support and ongoing career development

Qualifications

Associate degree or equivalent required.
3-5 years of relevant client service experience.
Detail oriented with strong math and analytical skills.

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 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.