Client Service Associate

Responsibilities

• Provide client relationship support by deepening existing connections and offering proactive communication
• Schedule meetings and appointments via phone, text, and email
• Prepare meeting agendas, forms, and client summary letters
• Conduct appointment reminders and follow-up calls regarding outstanding items
• Support marketing efforts, including seminar coordination, in-person events, and social media engagement
• Coordinate client appreciation events for the practice
• Manage office operations including answering calls, greeting clients, processing mail, and ordering supplies
• Assist financial advisors with other allowable administrative duties

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

Forward Together Wealth Planning is a fast-growing independent wealth management firm serving individuals, families, and businesses. As part of the Ameriprise Financial network, we leverage a global leader's strength to provide exceptional financial planning and advice.