Hybrid Client Service Associate: Financial Planning Support

Ameriprise Financial Services, LLC; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

In-office collaboration

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to grow relationships.

The role emphasizes servicing clients, coordinating meetings, processing paperwork, and assisting with marketing efforts. The position requires a Bachelor's degree, 3–5 years of experience, and relevant securities licenses or the ability to obtain them within a

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 a team.
• 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 submitted including forms, signatures, documents to home office, track new insurance applications and coordinate rollovers.
• Coordinate marketing events including crafting marketing 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.

Skills

Client service

Detail oriented

Math & analytics

Time management

Team orientation

Cross-level communication

Education

Bachelor's degree or equivalent

Series 7 (or ability to obtain)

State securities agent registration (S63/S66)

State IAR registration (S65/S66)

Life, Accident, Health licenses & Variable Contracts

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to grow relationships.

The role emphasizes servicing clients, coordinating meetings, processing paperwork, and assisting with marketing efforts. The position requires a Bachelor's degree, 3–5 years of experience, and relevant securities licenses or the ability to obtain them within a