Hybrid Client Services Specialist

RiverSource Life Insurance Company; Florham Park (NJ); On-site; USD 60,000 - 82,000; Full time

Benefits offered by this job

Hybrid in-office model

Vacation/sick time

401(k)

Health, dental and life insurances

In-office collaboration (4 days/week)

Job summary

RiverSource Life Insurance Company in Florham Park, New Jersey is seeking a Client Service Associate to support financial advisors and branch operations. You will assist with client data, prepare financial plans, process transactions, and coordinate new business paperwork while maintaining compliance and delivering a high-quality client experience.

This role requires an associate degree, 3–5 years in client service, strong math and analytical skills, and the ability to handle multiple priorities

Qualifications

• Associate degree or equivalent education is required.
• 3–5 years of relevant experience in client service is required.
• Experience in the financial services industry is preferred.
• Detail oriented with strong math and analytical skills.
• Able to manage multiple priorities and work with minimal supervision.
• Proficient in Microsoft Office and CRM software.

Responsibilities

• Assist advisor in servicing clients and preparing financial plans.
• Prepare agendas and summaries for client meetings and coordinate follow-ups.
• Process new business paperwork and coordinate insurance applications.
• Coordinate marketing events and manage compliance documentation.
• Provide general administrative support and client communications.

Skills

Client service

Analytical skills

Detail oriented

Time management

Communication

Teamwork

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office

CRM software

Job description

RiverSource Life Insurance Company in Florham Park, New Jersey is seeking a Client Service Associate to support financial advisors and branch operations. You will assist with client data, prepare financial plans, process transactions, and coordinate new business paperwork while maintaining compliance and delivering a high-quality client experience.

This role requires an associate degree, 3–5 years in client service, strong math and analytical skills, and the ability to handle multiple priorities