Hybrid Client Service Associate - Financial Planning Support

RiverSource Life Insurance Company; Florham Park (NJ); Hybrid; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting investment research and handling client meetings. You will prepare new business paperwork, coordinate marketing events, and provide essential administrative support in a client-service environment.

This in-office role requires strong math and analytical skills, detail orientation, and the ability to manage multiple priorities with minimal supervision.

Qualifications

• Bachelor's degree or equivalent.
• 3-5 years Relevant Experience Required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail orientated, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritizes effectively.
• Able to independently work with minimal supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork successfully submitted which includes 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 which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Financial planning

Analytical skills

Time management

Client service

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting investment research and handling client meetings. You will prepare new business paperwork, coordinate marketing events, and provide essential administrative support in a client-service environment.

This in-office role requires strong math and analytical skills, detail orientation, and the ability to manage multiple priorities with minimal supervision.