Hybrid Client Service Associate: Financial Planning & Advisory

ameriprise; United States; On-site; USD 42,000 - 68,000; Full time

Job summary

Ameriprise Financial in the United States is seeking a Client Service Associate to support advisors and branch operations. You will assemble and analyze client data, help prepare financial plans, process transactions, and provide administrative support to the office.

This role emphasizes attention to detail, strong communication, and the ability to manage multiple priorities. In-office collaboration is expected, with licensing support available to advance your career.

Qualifications

• Associate (2-year) degree or equivalent.
• 3–5 years relevant experience in a client service environment.
• Experience working in a client service environment.
• Detail oriented, strong math and analytical skills.
• Able to manage multiple priorities and prioritizes effectively.
• Able to communicate with all levels within the organization.
• Strong computer and software skills.

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, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order including preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursements.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Client service

Detail oriented

Time management

Communication

Independent work

Team collaboration

Strong computer skills

Education

Associate degree

Bachelor’s degree preferred

Tools

Contact management software

Microsoft Office

CRM familiarity

Job description

Ameriprise Financial in the United States is seeking a Client Service Associate to support advisors and branch operations. You will assemble and analyze client data, help prepare financial plans, process transactions, and provide administrative support to the office.

This role emphasizes attention to detail, strong communication, and the ability to manage multiple priorities. In-office collaboration is expected, with licensing support available to advance your career.