Financial Services Client Support Specialist

Ameriprise Financial Services, LLC; Henderson (NV); Hybrid; USD 42,000 - 60,000; Full time

Job summary

Ameriprise Financial Services, LLC invites a Client Service Associate to join the operations team. The role supports advisors and branch operations by servicing clients, preparing financial plans, and handling administrative tasks with accuracy and discretion.

The CSA will prepare client meetings, manage data entry, process transactions, and coordinate paperwork for new business while maintaining a client-centric, compliant approach.

Qualifications

• Associate degree or equivalent.
• 3–5 years relevant experience required.
• Experience in a client service environment.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work with minimal supervision.
• Strong communication skills and ability to work with all levels.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans, conducting investment research, and completing trades as directed by the advisor.
• Prepare and summarize client meetings by scheduling, confirming, and documenting meetings and notes for advisor review.
• Prepare and ensure new business paperwork is submitted in good order, including forms, signatures, and documentation to send to home office.
• Coordinate marketing events, including creating marketing documentation and managing reimbursement.
• Provide general administrative duties, including handling the advisor's phone, expense reports, routine client correspondence, and client file setup.

Skills

Client service

Analytical skills

Multitasking

Communication

Teamwork

Computer skills

Organization

Education

Associate degree

Tools

Microsoft Office

Job description

Ameriprise Financial Services, LLC invites a Client Service Associate to join the operations team. The role supports advisors and branch operations by servicing clients, preparing financial plans, and handling administrative tasks with accuracy and discretion.

The CSA will prepare client meetings, manage data entry, process transactions, and coordinate paperwork for new business while maintaining a client-centric, compliant approach.