Wealth Management Client Service Associate

Ameriprise Financial; Kentucky; On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

401k

Job summary

Ameriprise Financial in Dublin, OH is seeking a Client Service Manager/Administrative Assistant to deliver exceptional client experience and streamline office operations.

You will serve as the primary client contact, maintain profiles, process transfers, coordinate calendars, and support advisors with business development in a fast-paced, in-office environment. This role requires 3+ years of client service or administrative experience and a proactive, detail-oriented mindset.

Qualifications

• Minimum 3+ years of client service or administrative experience.
• Ameriprise Financial previous experience preferred.
• Exceptional attention to detail and strong organizational skills.
• Proactive, self-starter mentality with the ability to anticipate needs.
• Strong communication skills and a polished, professional presence.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a primary point of contact for clients, delivering responsive and professional service.
• Build strong client relationships through ongoing communication (calls, emails, and personal touches).
• Manage daily office workflow to ensure smooth, efficient operations.
• Coordinate calendars, schedule meetings, and proactively support advisor priorities.
• Prepare and maintain client profiles, open accounts, and process transfers.
• Handle transaction requests and coordinate with the home office when needed.
• Schedule client and prospect meetings and support growth initiatives.

Skills

Client service experience

Administrative experience

Attention to detail

Organizational skills

Communication skills

Multitasking

Tools

Office software

Job description

Job Description

Client Service Manager/Administrative Assistant

Candidates without prior financial services or wealth management experience are unlikely to be a fit

Dublin, OH | Full-Time (In-Office)

About Us

At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.

This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.

About the Opportunity

Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.

In this position, you’ll be the backbone of a fast-paced, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.

Key Responsibilities

Client Experience & Relationship Support

• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)

Operations & Workflow Management

• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities

Account & Administrative Support

• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed

Business Development Support

• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long-term growth

What We’re Looking For

• 3+ years of client service or administrative experience
• Ameriprise Financial previous experience preferred
• Exceptional attention to detail and strong organizational skills
• Proactive, self-starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude with a desire to learn and grow

Why This Role Matters

• Play a critical part in shaping the client experience
• Become a trusted partner to financial advisors
• Help drive the efficiency and growth of the practice
• Build a meaningful career in financial services

Compensation & Work Environment

• Salary: $50,000+ Negotiable (based on experience)
• Benefits: Health Insurance and 401k
• Schedule: Full-time 30-40 hours per week
• Location: In-office role (Dublin, OH)

Who Thrives Here

• A relationship builder who enjoys connecting with clients
• A detail-oriented operator who keeps everything running smoothly
• A problem solver who takes initiative without being asked
• A team player who takes pride in contributing to a shared goal

Ready to Grow With Us?

If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.