Remote Licensed Client Service Associate — Ops & Trades

Jambalaya Group; Oregon; Híbrido; USD 65 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health coverage

401K with match

PTO

Paid holidays

Licensing support

Professional development

Resumo da oferta

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented licensed client service associate to support a growing team. This remote role requires Eastern Time Zone hours and residency in CST or EST.

Responsibilities include meeting preparation, follow-ups, business processing, trades, and transactions, with licensing support if not already held. The position offers growth opportunities toward becoming a client-facing advisor in a structured yet

Qualificações

• 4-5 years of experience in financial services operations.
• Strong organizational skills with an ability to manage multiple tasks and deadlines.
• Excellent communication and follow-through on action items.
• Familiarity with financial transactions, trading, and compliance requirements.
• Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months.
• Tech-savvy with experience in CRM systems, financial platforms, and remote collaboration tools.

Responsabilidades

• Meeting Preparation & Follow-Up - Ensure all pre- and post-meeting tasks are completed.
• Business Processing - Manage and oversee operational workflows, ensuring efficiency and accuracy.
• Trades & Transactions - Support and process trades, ensuring regulatory compliance.
• Compliance & Licensing - Maintain regulatory compliance and obtain licenses within six months if needed.
• Client & Team Support - Collaborate with internal teams to optimize processes and service.

Conhecimentos

Financial services ops

Organizational skills

Communication

Trading & compliance

CRM workflows

Ferramentas

CRM systems

Financial platforms

Remote collaboration tools

Descrição da oferta de emprego

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented licensed client service associate to support a growing team. This remote role requires Eastern Time Zone hours and residency in CST or EST.

Responsibilities include meeting preparation, follow-ups, business processing, trades, and transactions, with licensing support if not already held. The position offers growth opportunities toward becoming a client-facing advisor in a structured yet