Hybrid Client Services Specialist (Financial Planning)

Ameriprise Financia; New Brighton (MN); Hybrid; USD 54.000 - 75.000; Vollzeit

Benefits dieser Stelle

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Zusammenfassung

Ameriprise Financial is seeking a Client Service Associate to join our operations team in New Brighton, MN. You will support advisors by preparing financial plans, conducting investment research, and processing trades and client requests in a collaborative, service-oriented environment.

The role emphasizes in-office collaboration with a hybrid schedule—in-office four days per week and one day remote. Candidates typically hold an Associate degree with 3–5 years of client-service experience,

Qualifikationen

• 2-year degree or equivalent required.
• 3-5 years relevant client-service experience.
• Detail oriented with strong math and analytical skills.
• Ability to manage multiple priorities and work with minimal supervision.

Aufgaben

• Assist advisor in servicing clients, preparing financial plans and processing trades.
• Prepare meetings, manage data in contact manager, and coordinate new business paperwork.
• Provide branch support with general administrative duties and client communications.

Kenntnisse

Analytical skills

Detail oriented

Time management

Communication

Multi-tasking

Computer skills

Team player

Ausbildung

Associate degree

Bachelor's degree preferred

Tools

MS Office

Jobbeschreibung

Ameriprise Financial is seeking a Client Service Associate to join our operations team in New Brighton, MN. You will support advisors by preparing financial plans, conducting investment research, and processing trades and client requests in a collaborative, service-oriented environment.

The role emphasizes in-office collaboration with a hybrid schedule—in-office four days per week and one day remote. Candidates typically hold an Associate degree with 3–5 years of client-service experience,