Wealth Client Services Associate

00001 Ameriprise Financial Inc; Scottsdale (AZ); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life

Disability

401k with company match and Profit Sh

Job summary

Ameriprise Financial is seeking a Client Service Associate to be the heartbeat of client experiences in our Scottsdale office. You will support financial advisors, coordinate meetings, prepare follow-ups, and help deliver exceptional service to clients.

The role blends operations and client service, requiring strong communication, confidentiality, and proficiency with Microsoft Office. A high school diploma is required, with an associate's or bachelor's degree preferred and at least two years of

Qualifications

• High school diploma required; associate/bachelor’s degree preferred.
• At least 2 years of client service or financial services experience.
• Financial service licensing preferred.
• Strong communication skills across verbal and written channels.
• Commitment to client confidentiality and professional conduct.

Responsibilities

• Deliver exceptional client service via calls and communications.
• Manage schedules and appointments for the team.
• Prepare preliminary financial planning recommendations for advisors.
• Coordinate with advisors to complete post-meeting follow-ups.
• Support business development and client relationship-building efforts.
• Maintain prospect databases and track referral opportunities.

Skills

Client service experience

Verbal and written communication

Confidentiality

Team collaboration

Education

High School diploma

Associate or Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Ameriprise Financial is seeking a Client Service Associate to be the heartbeat of client experiences in our Scottsdale office. You will support financial advisors, coordinate meetings, prepare follow-ups, and help deliver exceptional service to clients.

The role blends operations and client service, requiring strong communication, confidentiality, and proficiency with Microsoft Office. A high school diploma is required, with an associate's or bachelor's degree preferred and at least two years of