Client Service Associate

Responsibilities

• Assist advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.
• Manage client meeting logistics, including scheduling, data entry, agenda building, and providing vital follow-up.
• Ensure efficient submission of new business paperwork, including form preparation, signature acquisition, and tracking insurance applications.
• Coordinate marketing events by organizing details, contacting vendors, and managing compliance documentation.
• Provide general administrative support such as answering phones, processing expense reports, and preparing client correspondence.

Requirements

• Associate degree or equivalent.
• 3-5 years of relevant experience in a client service environment.
• Strong math, analytical, and organizational skills.
• Ability to manage multiple priorities independently with minimal supervision.
• Strong computer and software proficiency.
• Excellent communication skills for interacting with all levels of the organization.

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.