Client Service Associate

Responsibilities

• Provide exceptional client relationship support through proactive communication via call, text, and email
• Schedule client meetings, prepare appointment agendas, and complete summary letters following meetings
• Conduct appointment reminders and follow-up calls to ensure client needs are met
• Support marketing efforts, including the coordination of seminars, in-person events, and social media engagement
• Coordinate client appreciation events and greet clients upon arrival to extend hospitality
• Manage office operations, including answering phones, processing mail, and maintaining office supplies
• Assist financial advisors with administrative duties and provide guidance regarding practice compliance

Requirements

• 3+ years of similar professional experience
• Strong organizational and computer skills
• Excellent verbal and written communication skills
• High level of professionalism and attention to detail
• Ability to manage time effectively and transition quickly between tasks

Preferred Qualifications

• Background in the financial services industry

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management. This position is with Forward Together Wealth Planning, a fast-growing independent wealth management firm that has served individuals, families, and businesses for over 36 years.