Hybrid Client Services Associate – Financial Services

RiverSource Life Insurance Company; Wilmington (DE); On-site; USD 42,000 - 56,000; Full time

Job summary

RiverSource Life Insurance Company in Wilmington, DE, is seeking a Client Service Associate to support advisors and the branch with client servicing, meeting preparation, and administrative tasks. The role emphasizes data accuracy, efficient processing of transactions, and proactive support for financial planning activities.

The position requires an Associate degree and 3-5 years in a client service role, with strong organizational and communication skills.

Qualifications

• Associate degree or equivalent.
• 3-5 years relevant experience.
• Experience in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Able to communicate with all levels within the organization.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare for and coordinate new business paperwork including forms, obtain signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, supporting closes, setting up client files, copying and creating new business correspondence and alerts.

Skills

Client service

Communication

Detail oriented

Time management

Education

Associate degree

Job description

RiverSource Life Insurance Company in Wilmington, DE, is seeking a Client Service Associate to support advisors and the branch with client servicing, meeting preparation, and administrative tasks. The role emphasizes data accuracy, efficient processing of transactions, and proactive support for financial planning activities.

The position requires an Associate degree and 3-5 years in a client service role, with strong organizational and communication skills.