Financial Services Client Support Specialist

Ameriprise Financial; Chicago (IL); On-site; USD 30,000 - 41,000; Part time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. The role involves preparing financial plans, researching investments, and processing trades, with responsibilities extending to meeting coordination and client communication.

The position emphasizes accuracy, organization, and strong interpersonal skills across teams. A 2-year degree and 3–5 years of experience are preferred, with a comprehensive benefits program and potential for licensing

Qualifications

• Associate degree or equivalent required.
• 3–5 years of relevant client service experience required.
• Detail-oriented with strong math and analytical skills; able to manage multiple priorities.

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, entering data into contact manager, creating agendas and summaries, and providing follow-up.
• Prepare for and coordinate new business paperwork, obtain signatures, and track new insurance applications.
• Coordinate marketing events, prepare compliance documentation, and manage event reimbursements.
• Perform general administrative duties such as answering phones, processing expense reports, preparing client correspondence, and setting up client files.

Skills

Detail oriented

Strong math skills

Analytical skills

Organization & time management

Multi-tasking

Communication skills

Team player

Computer skills

Education

Associate degree or equivalent

Tools

Contact management software

Microsoft Office

Job description

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. The role involves preparing financial plans, researching investments, and processing trades, with responsibilities extending to meeting coordination and client communication.

The position emphasizes accuracy, organization, and strong interpersonal skills across teams. A 2-year degree and 3–5 years of experience are preferred, with a comprehensive benefits program and potential for licensing