Wealth Planning Client Service Associate

00015 Ameriprise Financial Services, LLC.; Chicago (IL); On-site; USD 64,000 - 88,000; Full time

Job summary

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors in Chicago. You will prepare portfolio materials, build financial plans, and manage client interactions to grow relationships while handling scheduling, paperwork, and follow-up with precision.

In this role you will work in a client-centric environment with in-person collaboration required most days, while some flexibility to work from home is possible.

Qualifications

• Bachelor's degree or equivalent.
• 3 - 5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to independently work with minimal supervision.
• 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.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
• Prepare and ensure new business paperwork submitted including forms, signatures, documents to home office, track new insurance applications and coordinate rollovers.
• Prepare for and coordinate marketing events including marketing compliance documentation and reimbursement.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, routine client correspondence, support for closes, setup of client files.

Skills

Client service

Analytical skills

Organization

Time management

Communication

Education

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Registered Client Service Associate to support high producing advisors in Chicago. You will prepare portfolio materials, build financial plans, and manage client interactions to grow relationships while handling scheduling, paperwork, and follow-up with precision.

In this role you will work in a client-centric environment with in-person collaboration required most days, while some flexibility to work from home is possible.