Hybrid Client Service Associate – Planning Support

Ameriprise Financial Services, LLC; Edina (MN); On-site; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team in Edina, MN. The role supports advisors and clients by assembling data, preparing financial plans, processing transactions, and delivering reliable branch services.

You will handle meetings, paperwork, and client communications, coordinate onboarding, and assist with marketing events. The position requires an associate degree or equivalent, strong math and analytical skills, and the ability to

Qualifications

• Associate degree (2-year) or equivalent.
• 3-5 years of relevant client service experience.
• Detail oriented with strong math and analytical skills.
• Ability to manage multiple priorities with minimal supervision.
• Effective communication across all levels and teamwork.
• Strong computer and general software skills.

Responsibilities

• Assist advisor by servicing clients, preparing financial plans, and processing trades.
• Prepare and summarize client meetings, schedule meetings, enter data, and summarize notes.
• Prepare new business paperwork and ensure proper signatures and documentation.
• Coordinate marketing events and manage compliant documentation.
• Provide general administrative duties and reception support.

Skills

Client service experience

Communication skills

Time management

Analytical skills

Teamwork

Adaptability

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team in Edina, MN. The role supports advisors and clients by assembling data, preparing financial plans, processing transactions, and delivering reliable branch services.

You will handle meetings, paperwork, and client communications, coordinate onboarding, and assist with marketing events. The position requires an associate degree or equivalent, strong math and analytical skills, and the ability to