Remote Licensed Client Services Associate (ET Hours)

Jambalaya Group; New York (NY); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Remote work

Benefits

PTO & holidays

Licensing support

Job summary

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented licensed client service associate to support our growing team in a remote role aligned with Eastern Time Zone hours (residents in CST or EST preferred). The role focuses on meeting preparation, follow-ups, processing client transactions, and ensuring compliance and licensing within six months.

You will collaborate with internal teams to optimize workflows and deliver exceptional client

Qualifications

• Experience in financial services operations.
• Strong organizational skills and ability to manage multiple tasks and deadlines.
• Excellent communication and follow-through on action items.
• Required licenses (Series 7, 66, Life & Health) or willingness to obtain them within six months.
• Familiarity with financial transactions, trading, and compliance requirements.

Responsibilities

• Meeting Preparation & Follow-Up – complete pre- and post-meeting tasks, agenda, notes, and action items.
• Business Processing – manage operational workflows with accuracy in client transactions.
• Trades & Transactions – support and process trades in compliance with regulations.
• Compliance & Licensing – maintain regulatory compliance and obtain required licenses within six months.
• Client & Team Support – collaborate with internal teams to optimize processes and service.

Skills

Financial services ops

Organizational skills

Communication skills

Licenses (Series 7/66/Life & Health)

CRM systems

Tools

Financial platforms

Remote collaboration tools

CRM software

Job description

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented licensed client service associate to support our growing team in a remote role aligned with Eastern Time Zone hours (residents in CST or EST preferred). The role focuses on meeting preparation, follow-ups, processing client transactions, and ensuring compliance and licensing within six months.

You will collaborate with internal teams to optimize workflows and deliver exceptional client