Hybrid Client Service Associate - Financial Services

TalentAlly; Florida; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Ameriprise Financial's Ameriprise Advisor Group in Florida is seeking a Client Service Associate to support advisors and branch operations. You will gather client data, help prepare financial plans, process transactions, and handle routine administrative tasks in a client-centric, relationship-based environment.

The role emphasizes building strong client relationships, meeting scheduling, and ensuring proper paperwork.

Qualifications

• Associate (2-year) degree or equivalent
• 3-5 years Relevant Experience Required
• 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 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 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 creating marketing compliance documentation and managing event marketing reimbursement.
• 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 excellence

Communication skills

Organization & time management

Multi-tasking

Analytical skills

Attention to detail

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Tools

Microsoft Office

CRM software

Job description

Ameriprise Financial's Ameriprise Advisor Group in Florida is seeking a Client Service Associate to support advisors and branch operations. You will gather client data, help prepare financial plans, process transactions, and handle routine administrative tasks in a client-centric, relationship-based environment.

The role emphasizes building strong client relationships, meeting scheduling, and ensuring proper paperwork.