Ops & Financial Planning Lead — Client & Portfolio

Ameriprise Financial Services, LLC; Allentown (Lehigh County); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off (PTO)

SIMPLE IRA Retirement Plan

Job summary

Ameriprise Financial Services, LLC is seeking an experienced Operations and Financial Planning Specialist to join an in‑office advisory practice in Allentown, PA. You will support client service, portfolio management, financial planning, and daily business operations to help advisors deliver high‑quality service.

The ideal candidate has 3+ years in financial services, strong attention to detail, and proficiency with MS Office and Salesforce.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Minimum of 3 years of experience in the financial services industry.
• Experience in a financial advisory, wealth management, investment management, retirement planning, or brokerage environment.
• Working knowledge of investment products, portfolio construction, and client service processes.
• Strong organizational, communication, and problem‑solving skills.
• Ability to manage multiple priorities while maintaining exceptional attention to detail.
• Proficiency with Microsoft Excel, Word, PowerPoint, Outlook, Teams, Salesforce CRM.

Responsibilities

• Prepare preliminary portfolio recommendations and investment solutions for advisor review.
• Research and develop portfolio and product recommendations aligned with clients' goals, risk tolerance, and time horizon.
• Support portfolio implementation activities, including account maintenance and trading-related functions.
• Assist advisors in preparing investment proposals and client presentations.
• Help develop financial planning recommendations and deliverables.
• Create reports, analyses, and supporting documentation for client meetings.
• Ensure planning and investment recommendations are properly documented and maintained.
• Coordinate follow‑up activities resulting from financial planning discussions and client reviews.
• Maintain proactive communication with clients throughout the financial planning and investment management process.
• Assist in resolving client service requests and issues in a timely, professional manner.
• Gather, review, and update client information to ensure all account records remain accurate and current.
• Prepare meeting materials, reports, and documentation for client review meetings.
• Participate in client meetings as needed to provide operational, planning, or investment‑related support.
• Create professional charts, graphs, tables, and presentation materials for client meetings.
• Generate portfolio summaries, performance reports, and investment analyses.
• Maintain accurate data and documentation within the firm’s CRM and financial planning systems.
• Assist in developing client presentations utilizing Microsoft Office applications.
• Collaborate closely with advisors, associate advisors, and paraplanners to support daily business operations.
• Identify opportunities to improve operational efficiency and help maintain compliance with firm policies and procedures.
• Manage administrative and operational tasks related to client accounts.
• Perform additional duties and responsibilities as assigned.

Skills

Organizational skills

Communication skills

Problem-solving

Attention to detail

Multi-tasking

Education

Bachelor’s degree or equivalent professional experience

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

Salesforce CRM

Job description

Ameriprise Financial Services, LLC is seeking an experienced Operations and Financial Planning Specialist to join an in‑office advisory practice in Allentown, PA. You will support client service, portfolio management, financial planning, and daily business operations to help advisors deliver high‑quality service.

The ideal candidate has 3+ years in financial services, strong attention to detail, and proficiency with MS Office and Salesforce.