Part-Time Client Services & Operations Associate

Ameriprise Financial Services, LLC; Bellingham (WA); Hybrid; USD 33,000 - 41,000; Part time

Benefits offered by this job

PTO

Paid holidays

Paid sick leave

Structured training program

Growth opportunities

Job summary

Ameriprise Financial Services, LLC’s private Bellingham practice seeks a detail‑oriented Client Service & Operations Associate to support 135 client relationships with a structured calendar and consistent service delivery. The role combines front‑office support, mail handling, scheduling, meeting prep, and client records management, with supervision for transactions and regulatory compliance.

You will use modern workflow and AI‑assisted tools to improve efficiency while maintaining

Qualifications

• Two or more years of administrative, client‑service, operations, banking, insurance, or financial‑services experience preferred.
• College coursework or a degree in finance, accounting, economics, business, or a related field is helpful but not required
• Exceptional accuracy, organization, follow‑through, and ability to manage multiple priorities
• Warm, polished written and verbal communication skills and a genuine commitment to client service
• Reliability and the ability to work a consistent schedule of approximately 30 hours per week, primarily in the Bellingham office

Responsibilities

• Serve as a welcoming, professional point of contact for clients by phone, email, and in the office
• Manage incoming and outgoing mail, correspondence, document routing, scanning, and other essential office activities
• Coordinate client scheduling, calendar details, confirmations, and routine follow‑up
• Prepare for client meetings by assembling materials, updating records, identifying missing information, and organizing advisor follow‑up items
• Document meeting notes and next steps accurately in the client relationship management system using established templates and workflows
• Process new‑account paperwork, client applications, insurance and annuity documentation, and other service requests accurately and promptly
• Support basic money movements and account transactions within the scope permitted for an unlicensed team member and established supervisory procedures
• Maintain complete, accurate, and confidential electronic client files and follow all practice, privacy, and regulatory procedures
• Monitor open tasks and service requests, communicate status updates, and help ensure commitments are completed on time
• Learn and use practice technology effectively, including client‑management, document, meeting, workflow, and AI‑assisted tools
• Partner with the current team member during a planned transition to learn client history, workflows, and day‑to‑day practice operations
• Identify practical opportunities to improve efficiency, consistency, and the overall client experience
• Two or more years of administrative, client‑service, operations, banking, insurance, or financial‑services experience preferred; strong recent graduates and candidates with relevant internships will also be considered
• Authorization to work in the United States without current or future employer sponsorship
• Competitive hourly compensation of $24.00-$30.00, based on experience and qualifications
• Approximately 30 hours per week with a consistent schedule and flexibility in how the agreed weekly hours are arranged
• Paid time off and vacation benefits in accordance with the practice's written policy
• Paid holidays in accordance with the practice’s holiday schedule
• Paid sick leave accrued in accordance with Washington law
• Structured training and transition support from an experienced team member
• Hands‑on exposure to financial‑planning practice operations, client service, and modern workflow technology
• Opportunity for long‑term growth, including potential support for future financial‑services licensing if aligned with the employee’s goals and practice needs

Skills

Customer service

Administrative support

Communication

Attention to detail

Office software

Education

Finance/business coursework (helpful)

Tools

Microsoft 365

CRM software

Job description

Ameriprise Financial Services, LLC’s private Bellingham practice seeks a detail‑oriented Client Service & Operations Associate to support 135 client relationships with a structured calendar and consistent service delivery. The role combines front‑office support, mail handling, scheduling, meeting prep, and client records management, with supervision for transactions and regulatory compliance.

You will use modern workflow and AI‑assisted tools to improve efficiency while maintaining