Hybrid Client Service Specialist - Financial Planning

Ameriprise Financial Services, LLC; Florham Park (NJ); Hybrid; USD 60,000 - 82,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to join our operations team in Florham Park. The CSA will support advisors by analyzing client data, preparing financial plans, and processing transactions, while also providing reception and administrative support as needed.

The role requires an Associate degree (or equivalent), 3–5 years of client service experience, and strong communication and analytical skills.

Qualifications

• Associate degree or equivalent is required.
• 3–5 years of relevant client service experience.
• Experience in financial services preferred.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities with minimal supervision.
• Strong communication across all levels.
• Proficient computer skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings with agendas and summaries.
• Handle new business paperwork including signatures and rollovers and coordinate documentation to home office.
• Coordinate marketing events and prepare marketing compliance documentation and reimbursements.
• Provide general administrative duties including answering phones, processing expense reports, and setting up client files.

Skills

Associate degree

3-5 years experience

Client service

Detail oriented

Strong communication

Multitasking

Teamwork

Proficient computer skills

Education

Associate (2-year) 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 Florham Park. The CSA will support advisors by analyzing client data, preparing financial plans, and processing transactions, while also providing reception and administrative support as needed.

The role requires an Associate degree (or equivalent), 3–5 years of client service experience, and strong communication and analytical skills.