Hybrid Client Services Associate – Financial Planning & Ops

00015 Ameriprise Financial Services, LLC.; Atlanta (GA); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and branch operations. You will assist in servicing clients, preparing financial plans, and handling transactions, while ensuring precise data entry and timely follow-ups.

This role emphasizes in-office collaboration with some flexibility for remote work. The position requires an Associate degree (or equivalent) and 3–5 years of client service experience, along with strong organizational and

Qualifications

• Associate degree or equivalent required.
• 3-5 years of relevant client service experience.
• Detail oriented with strong math and analytical skills.
• Good organizational and time management abilities.
• Ability to manage multiple priorities with minimal supervision.
• Strong communication across levels and teams.
• Proficient with standard computer software.

Responsibilities

• Assist advisors in servicing clients and preparing financial plans.
• Schedule meetings, enter data, and summarize meetings for advisors.
• Prepare new business paperwork and coordinate insurance applications.
• Coordinate marketing events and manage compliance documentation.
• Provide general administrative duties and reception support.

Skills

Client service

Detail oriented

Time management

Communication skills

Multitasking

Computer skills

Education

Associate degree

Bachelor's degree

Tools

Office software

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Associate to support advisors and branch operations. You will assist in servicing clients, preparing financial plans, and handling transactions, while ensuring precise data entry and timely follow-ups.

This role emphasizes in-office collaboration with some flexibility for remote work. The position requires an Associate degree (or equivalent) and 3–5 years of client service experience, along with strong organizational and