Hybrid Client Service Associate - Financial Services

RiverSource Life Insurance Company; New Brighton (MN); On-site; USD 54,000 - 75,000; Full time

Job summary

RiverSource Life Insurance Company in New Brighton is seeking a Client Service Associate to join our on-site operations team. You will support advisors by preparing financial plans, processing transactions, and handling client data with accuracy.

The role emphasizes client service, collaboration with office staff, scheduling meetings, coordinating paperwork, and contributing to a positive client experience.

Qualifications

• Associate degree or equivalent required.
• 3–5 years of relevant client-service experience.
• Detail-oriented with strong math and analytical skills.
• Good organization and time management; can handle multiple priorities.

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

Detail oriented

Math skills

Analytical skills

Time management

Education

Associate degree (2-year)

Bachelor's degree preferred

Job description

RiverSource Life Insurance Company in New Brighton is seeking a Client Service Associate to join our on-site operations team. You will support advisors by preparing financial plans, processing transactions, and handling client data with accuracy.

The role emphasizes client service, collaboration with office staff, scheduling meetings, coordinating paperwork, and contributing to a positive client experience.