Hybrid Client Service & Financial Planning Associate

RiverSource Life Insurance Company; Newton (MA); Hybrid; USD 67,000 - 92,000; Full time

Job summary

RiverSource Life Insurance Company in Newton, MA is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role requires a bachelor’s degree, 3–5 years of relevant experience, licenses or ability to obtain Series 7, S63/S66, S65, life, accident and health licenses, and strong math, analytical, and organizational skills.

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• 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 oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work with minimal supervision.
• Able to communicate with all levels within the organization.
• Process oriented and able to work with a team.
• Strong computer and software skills.
• Visa Sponsorship: Applicants must have a valid work authorization that does not require visa sponsorship.

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, entering data into contact manager, building the agenda and meeting summaries, escorting clients to the advisor and providing follow-up.
• Prepare and ensure new business paperwork is submitted including forms, signatures, and documentation to home office; track insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including compliance documentation and marketing reimbursement.
• Provide general administrative duties such as answering phones, processing expense reports, preparing routine client correspondence, and setting up client files.

Job description

RiverSource Life Insurance Company in Newton, MA is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships.

The role requires a bachelor’s degree, 3–5 years of relevant experience, licenses or ability to obtain Series 7, S63/S66, S65, life, accident and health licenses, and strong math, analytical, and organizational skills.