Financial Services Client Support Specialist

Ameriprise Financial Services, LLC; Florida; On-site; USD 42,000 - 64,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and the branch by servicing clients, preparing financial plans, and handling transactions. The role emphasizes in-office collaboration, data management, and strong client service in a fast-paced environment.

The position offers opportunities for licensing, training, and career development within a client-centric, relationship-based business model.

Qualifications

• Requires an Associate degree or equivalent
• 3-5 years of relevant experience in client service
• Experience in a financial services or advisory environment is preferred
• Strong math, analytical, and organizational skills
• Ability to manage multiple priorities with minimal supervision
• Excellent verbal and written communication at all levels of the organization

Responsibilities

• Assist advisors by servicing clients, preparing financial plans, and processing trades and transactions
• Schedule and summarize meetings, manage contact data, and provide follow-up
• Coordinate new business paperwork and insurance applications with signatures and home office
• Prepare marketing events and ensure marketing compliance documentation
• Provide general admin support: phone, expense reports, client correspondence, and file setup

Skills

Client service experience

Detail orientation

Analytical skills

Multitasking

Communication across levels

Team collaboration

Education

Associate degree or equivalent

3-5 years relevant experience

Tools

Computer literacy

Software skills

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and the branch by servicing clients, preparing financial plans, and handling transactions. The role emphasizes in-office collaboration, data management, and strong client service in a fast-paced environment.

The position offers opportunities for licensing, training, and career development within a client-centric, relationship-based business model.