Hybrid Client Service Associate - Financial Planning

Ameriprise Financial; San Jose (CA); Hybrid; USD 63,000 - 86,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support advisors and the branch, handling client data, preparing financial plans, and processing trades and transactions while delivering a personalized client experience.

The role emphasizes client service, attention to detail, math and analytical skills, strong communication, and the ability to manage multiple priorities within a collaborative office. In-office collaboration is expected with some flexibility for remote work.

Qualifications

• Associate degree or equivalent required.
• 3-5 years relevant client service experience.
• Detail-oriented with strong math and analytical skills.
• Able to manage multiple priorities and work independently.
• Excellent communication across all levels; process-oriented and team player.
• Bachelor's degree or equivalent preferred.
• Visa sponsorship not provided; valid work authorization required.

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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
• Ensure new business paperwork is submitted efficiently including preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
• Coordinate marketing events including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Skills

Client service

Analytical skills

Time management

Communication

Education

Associate degree or equivalent

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Client Service Associate to support advisors and the branch, handling client data, preparing financial plans, and processing trades and transactions while delivering a personalized client experience.

The role emphasizes client service, attention to detail, math and analytical skills, strong communication, and the ability to manage multiple priorities within a collaborative office. In-office collaboration is expected with some flexibility for remote work.