Hybrid Client Service Associate - Finance & Advisory

Ameriprise Financial; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Ameriprise Financial seeks a Client Service Associate to support advisors and branch operations. You will assist with client servicing, prepare financial plans, and help process trades and transactions. You’ll schedule meetings, manage contact data, and ensure accurate new business paperwork and compliance for home-office submission.

You will also coordinate events, handle routine correspondence, and support admin tasks across the office, contributing to a seamless client experience.

Qualifications

• Associate degree or equivalent required; 3-5 years in client services.
• Detail oriented with strong math and analytical skills.
• Excellent organizational and time management abilities.
• Ability to multitask and work with minimal supervision.
• Effective communicator across all organizational levels.

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.
• Prepare and ensure new business paperwork is submitted in good order including forms, signatures, and rollover coordination.
• Prepare for and coordinate marketing events, including compliance documentation and reimbursement management.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, and file setup.

Skills

Client service

Communication

Time management

Attention to detail

Analytical skills

Microsoft Office

Education

Associate degree or equivalent

Bachelor's degree preferred

Tools

Contact management software

CRM basics

Office software (MS Office)

Job description

Ameriprise Financial seeks a Client Service Associate to support advisors and branch operations. You will assist with client servicing, prepare financial plans, and help process trades and transactions. You’ll schedule meetings, manage contact data, and ensure accurate new business paperwork and compliance for home-office submission.

You will also coordinate events, handle routine correspondence, and support admin tasks across the office, contributing to a seamless client experience.