Hybrid Client Service Specialist, Financial Planning

Ameriprise Financial; Boca Raton (FL); Hybrid; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Ameriprise Financial in Boca Raton, FL is seeking a Client Service Associate to join our operations team. The CSA supports advisors by preparing financial plans, analyzing client data, processing transactions, and handling branch operations.

You will also manage scheduling, meeting summaries, and essential follow-ups to maintain high client service standards. In-office collaboration is emphasized, with most days in the office and some flexible work options.

Qualifikationen

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Detail oriented with strong math and analytical skills.
• Good organization and time management; able to manage multiple priorities.

Aufgaben

• Assist advisor in servicing clients, prepare financial plans, conduct investment research and complete trades.
• Schedule and summarize client meetings; enter data; prepare agendas and follow-up.
• Prepare new business paperwork with signatures and filings; track insurance applications and rollovers.
• Coordinate marketing events; manage compliance docs and reimbursements.
• Provide general administrative support, answer phone lines, and prepare routine client correspondence.

Kenntnisse

Detail oriented

Math skills

Organizational skills

Multi-tasking

Communication

Teamwork

Computer skills

Microsoft Office

Ausbildung

Associate degree or equivalent

Tools

MS Office

Jobbeschreibung

Ameriprise Financial in Boca Raton, FL is seeking a Client Service Associate to join our operations team. The CSA supports advisors by preparing financial plans, analyzing client data, processing transactions, and handling branch operations.

You will also manage scheduling, meeting summaries, and essential follow-ups to maintain high client service standards. In-office collaboration is emphasized, with most days in the office and some flexible work options.