Wealth Advisory Client Associate

Threadneedle group; Evanston, Northern (IL, KY); Hybrid; USD 65,000 - 100,000; Full time

Job summary

Ameriprise Financial, through Tourmaline Wealth Advisors in Chicago, IL, seeks a Client Service Associate to support a fast-paced private wealth practice. You will manage client contacts, prepare meeting materials, and help with documentation and compliance while maintaining professional, client-first service.

The role emphasizes strong client relationships, license readiness (Series 7/66 and life/health), and growth toward an Associate Financial Advisor with CFP aspirations.

Qualifications

• Bachelor’s degree required.
• 2–5 years in a team-based, client service environment.
• Ability to study for and pass securities/state licenses (Series 7, Series 66, Life/Health) within 150 days.

Responsibilities

• Support advisor(s) in preparing client meetings and materials.
• Process follow-up documentation and enter data into planning tools and CRM.
• Assist with new business paperwork and compliance processes.
• Help clients engage with Ameriprise technology and services.
• Strive for client satisfaction and professional ethics.

Skills

Bachelor’s degree

Client service

Communication

Time management

Microsoft Office

Salesforce/CRM

Education

Bachelor’s degree from a four-year college or university

Tools

Salesforce/CRM

Microsoft Office

Job description

Ameriprise Financial, through Tourmaline Wealth Advisors in Chicago, IL, seeks a Client Service Associate to support a fast-paced private wealth practice. You will manage client contacts, prepare meeting materials, and help with documentation and compliance while maintaining professional, client-first service.

The role emphasizes strong client relationships, license readiness (Series 7/66 and life/health), and growth toward an Associate Financial Advisor with CFP aspirations.