Client Service Associate

Client Service Associate

Location:Grapevine, TX
Full-Time | In-Office

Position Overview

Life Branch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking aClient Service Associateto support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs. This role plays an important part in ensuring a seamless client experience by helping advisors and team members stay organized and prepared for client interactions.

This position is ideal for a highly organized, detail-oriented professional who enjoys working with people and wants to build a career within the financial services industry. The role offers the opportunity to grow within the firm and develop additional responsibilities over time.

Key Responsibilities

• Prepare materials and documentation for upcoming client meetings
• Coordinate follow-up tasks and action items after client meetings
• Maintain accurate client records and update information in the CRM system
• Assist with data gathering and documentation needed for client planning conversations
• Support advisors and team members with operational and administrative tasks
• Communicate with clients regarding follow-up items and service requests
• Assist with managing meeting workflows, ensuring tasks are completed in a timely manner
• Contribute to a team-based environment supporting multiple advisors and client relationships

Qualifications

• Bachelor’s degree preferred
• Experience in client service, financial services, banking, insurance, real estate, or a related professional services industry preferred
• Strong organizational, attention to detail, and time management skills
• Excellent written and verbal communication skills, including comfort speaking with clients by phone
• Ability to manage multiple priorities and work in a fast-paced environment
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Experience with CRM systems preferred;
  Salesforce experience is a plus

Professional Growth Opportunity

This role is designed for individuals interested in building a long-term career in wealth management. As you develop within the firm, opportunities may include expanded responsibilities in financial planning support, advanced client service functions, and potential future licensing and career progression within the practice.

Compensation and Benefits

• Competitive base salary, commensurate with experience and demonstrated expertise in wealth management operations, with a range of $47,000 – $65,000 annually – exempt.
• 50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
• Paid time off and paid holidays
• Simple IRA with employer match
• Group term life insurance
• Opportunities for professional development and growth

About Our Practice

Life Branch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter. Our team believes in:

• Ownershipwhich means we take responsibility for outcomes instead of waiting for someone else to step in.
• Integrity in Actionguides everything we do. We honor commitments, deliver to standard, and show up consistently for our clients and for one another. People are at the heart of our practice.
• A genuineHeart for Peopleshapes how we serve, celebrate, and support the individuals who trust us with their financial lives.
• We strive to createPsychological Safetyso everyone on the team has space to share ideas, ask questions, grow, and lead. Wins and effort are not overlooked here.
• WeCelebrate and Recognizeprogress because it fuels momentum and reinforces the impact of great work.
• We bring aPositive Work Ethicto each day with a belief that energy creates opportunity.
• We operate asOne Team, choosing collaboration over silos and ensuring clients experience seamless, high-quality care.
• WithPositive Intent, we listen first, seek to understand, and assume the best of one another which helps us communicate openly and solve challenges quickly.
• Our team valuesValue Over Activity. We focus on meaningful…