Wealth Management Client Service Associate

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

Benefits offered by this job

Medical, Dental, Vision, Life, Disabil

Job summary

Ameriprise Financial, in partnership with Clear Edge Private Wealth, is seeking a Client Service Associate to elevate client experiences in a dynamic financial services environment. This role blends operations and client service, supporting advisors with meeting coordination, scheduling, and follow-ups.

The ideal candidate has 2+ years in client service or financial services, strong communication, and a commitment to confidentiality.

Qualifications

• At least 2 years of experience in client service or financial services.
• Licensing in Financial Services preferred.
• Strong verbal and written communication.
• Ability to maintain client confidentiality.

Responsibilities

• Deliver exceptional client service by managing calls and schedules.
• Prepare financial planning recommendations and coordinate meeting follow-ups.
• Support advisors in business development and maintaining client databases.

Skills

Client service experience

Communication skills

Microsoft Office

Confidentiality

Education

High school diploma

Associate or Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Ameriprise Financial, in partnership with Clear Edge Private Wealth, is seeking a Client Service Associate to elevate client experiences in a dynamic financial services environment. This role blends operations and client service, supporting advisors with meeting coordination, scheduling, and follow-ups.

The ideal candidate has 2+ years in client service or financial services, strong communication, and a commitment to confidentiality.