Hybrid Financial Planning Client Service Associate

Ameriprise Financial Services, LLC; Virginia Beach (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions.

This role involves scheduling meetings, data entry, preparing forms, and coordinating insurance paperwork, with a client-centric, team-oriented environment and in-office collaboration.

Qualifications

• Bachelor's degree or equivalent required.
• 3-5 years of relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and work with minimal supervision.
• Strong communication and teamwork abilities.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide follow-up.
• Prepare and ensure new business paperwork is submitted, including preparing forms, obtaining signatures, and coordinating with home office.
• Coordinate marketing events, including crafting marketing compliance documentation and managing event marketing reimbursements.
• Provide general administrative duties such as answering phones, processing expense reports, preparing routine client correspondence, and supporting for closes.

Skills

Client service

Detail oriented

Analytical skills

Math skills

Organization

Communication

Teamwork

Prioritization

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

CRM systems

Job description

Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions.

This role involves scheduling meetings, data entry, preparing forms, and coordinating insurance paperwork, with a client-centric, team-oriented environment and in-office collaboration.