Strategic Client Service Specialist

Ameriprise Financial; San Jose (CA); Hybrid; USD 63,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k)

Vacation time

Sick time

Job summary

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. The role focuses on servicing clients, preparing financial plans, processing transactions, and coordinating new business paperwork and meetings.

You will assist with investment research, meeting preparation, and marketing events while ensuring compliance and timely follow-up. A degree and experience in client services are valued.

Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Detail oriented and strong math and analytical skills.
• Good organization and time management skills.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Skills

Detail oriented

Strong math

Analytical skills

Organization

Time management

Communication

Teamwork

Software skills

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Associate to support advisors and the operations team. The role focuses on servicing clients, preparing financial plans, processing transactions, and coordinating new business paperwork and meetings.

You will assist with investment research, meeting preparation, and marketing events while ensuring compliance and timely follow-up. A degree and experience in client services are valued.