Client Service Associate

Responsibilities

• Assist advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions
• Prepare and summarize client meetings by scheduling, entering data into contact managers, and building agendas
• Manage new business paperwork, including form preparation, signature acquisition, and tracking insurance applications
• Coordinate marketing events by organizing logistics, 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
• Proficiency with computer software and digital tools
• Ability to manage multiple priorities independently with minimal supervision

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 through our unique businesses, including Columbia Threadneedle Investments and RiverSource Insurance and Annuities.