Financial Services Client Support Specialist

RiverSource Life Insurance Company; Vancouver (WA); On-site; USD 54,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

Ameriprise Financial is hiring a Client Service Associate in Vancouver, WA. The role supports advisors and the operations team with client servicing, meeting preparation, and process coordination.

You will help prepare financial plans, analyze data, process transactions, and manage administrative tasks to ensure a high-quality client experience. Ideal candidates have 3–5 years in client service, strong math and analytical skills, and excellent communication.

Qualifications

• Associate degree or equivalent is required.
• 3–5 years of relevant experience in client service.
• Strong communication, organizational, and analytical skills.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans and processing transactions.
• Schedule and summarize client meetings, enter data, and provide follow-up.
• Coordinate new business paperwork and track insurance applications.

Skills

Associate degree

Client service

Communication

Education

Bachelor's degree

Tools

MS Office

Job description

Ameriprise Financial is hiring a Client Service Associate in Vancouver, WA. The role supports advisors and the operations team with client servicing, meeting preparation, and process coordination.

You will help prepare financial plans, analyze data, process transactions, and manage administrative tasks to ensure a high-quality client experience. Ideal candidates have 3–5 years in client service, strong math and analytical skills, and excellent communication.