Hybrid Client Service Associate — Financial Services

Ameriprise Financial Services, LLC; Bowling Green (KY); Hybrid; USD 42,000 - 52,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team. The role supports advisors and branch operations by servicing clients, preparing financial plans, and processing transactions.

You will help with meetings, CRM data entry, and general administrative tasks to ensure smooth client experiences. We offer collaboration with advisors, licensing progression opportunities, and a client-centric, in-office culture with occasional remote work.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Proficiency in Microsoft Office and strong computer skills.
• Strong communication skills with the ability to interact across all levels.
• Excellent time management, organizational skills, and ability to manage multiple priorities.
• Ability to work independently with minimal supervision.
• Customer service experience.

Responsibilities

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

Skills

Customer service

Strong communication

Microsoft Office

Time management

Independent work

Client interactions

CRM software

Education

Associate degree

Tools

CRM software

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team. The role supports advisors and branch operations by servicing clients, preparing financial plans, and processing transactions.

You will help with meetings, CRM data entry, and general administrative tasks to ensure smooth client experiences. We offer collaboration with advisors, licensing progression opportunities, and a client-centric, in-office culture with occasional remote work.