Hybrid Client Service Associate: Financial Planning

Ameriprise Financial Services, LLC

Atlanta (GA)

Hybride

USD 42 000 - 56 000

Plein temps

14 jours+

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Résumé du poste

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and the operations team in delivering personalized experiences to clients. The role involves servicing clients, preparing financial plans, and handling administrative duties with a strong emphasis on accuracy and collaboration.

This in-office collaborative environment requires clear communication across teams and strict adherence to firm policies and digital tools.

Qualifications

Associate degree or equivalent required.
3-5 years relevant client service experience.
Detail oriented with strong math and analytical skills.
Ability to communicate with all levels within the organization and manage multiple priorities.

Responsabilités

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, escorting clients to the advisor and providing follow-up.
Prepare and ensure new business paperwork is submitted in good order including forms, signatures, and sending to home office; track new insurance applications and coordinate rollovers.
Coordinate marketing events including creating compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor’s phone, processing expense reports, preparing routine client correspondence, and setting up client files.