Hybrid Client Service Associate Financial Planning Support

Ameriprise Financial; Marlton (NJ); Hybrid; USD 64,000 - 88,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Vacation & sick time

Job summary

Ameriprise Financial in Marlton, NJ, is seeking a Registered Client Service Associate to support high producing advisors with financial plans, client meetings, and regulatory paperwork. This in-office role emphasizes client service, accuracy, and collaboration within the Ameriprise Advisor Group.

You’ll prepare plans, conduct research, and handle transactional activity while coordinating marketing events and new business documentation. A strong emphasis on detail and time management is essential.

Qualifications

• Bachelor’s degree or equivalent.
• 3–5 years relevant experience.
• 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 in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management 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 submitted, including forms, signatures, home office documentation, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events with marketing compliance documentation and reimbursement.
• Provide general administrative duties such as answering the advisor’s phone, processing expense reports, and setting up client files.

Skills

Detail oriented

Strong math

Analytical thinking

Time management

Education

Bachelor’s degree or equivalent

Tools

MS Office

CRM software

Job description

Ameriprise Financial in Marlton, NJ, is seeking a Registered Client Service Associate to support high producing advisors with financial plans, client meetings, and regulatory paperwork. This in-office role emphasizes client service, accuracy, and collaboration within the Ameriprise Advisor Group.

You’ll prepare plans, conduct research, and handle transactional activity while coordinating marketing events and new business documentation. A strong emphasis on detail and time management is essential.