Hybrid Client Services Specialist – Financial Planning

00015 Ameriprise Financial Services, LLC.; Kentucky; Hybrid; USD 40,000 - 56,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join our operations team. You will support advisors by preparing financial plans, analyzing client data, and processing transactions while also handling administrative tasks and branch support.

We emphasize a client-centric, relationship-based approach with in-person collaboration. Roles involve hybrid office attendance with some remote work and opportunities for licensing and career development.

Qualifications

• Associate (2-year) degree or equivalent in a related field.
• 3-5 years of relevant experience in client service.
• Experience in a client service environment with strong attention to detail.
• Good organization, time management and communication skills.
• Ability to manage multiple priorities with minimal supervision.
• Proficiency with common office software and CRM tools.

Responsibilities

• Assist advisor in servicing clients, including preparing financial plans, researching investments and completing trades.
• Prepare and summarize client meetings by scheduling, confirming meetings and entering data.
• Prepare for and coordinate new business paperwork and track insurance applications.
• Coordinate marketing events and manage compliant documentation and reimbursements.
• Provide general administrative duties such as answering phones and managing client files.
• Support closes and ensure documentation is in good order for home office.

Skills

Detail orientation

Math skills

Analytical skills

Organization

Time management

Multitasking

Independent work

Communication

Team player

Computer skills

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join our operations team. You will support advisors by preparing financial plans, analyzing client data, and processing transactions while also handling administrative tasks and branch support.

We emphasize a client-centric, relationship-based approach with in-person collaboration. Roles involve hybrid office attendance with some remote work and opportunities for licensing and career development.