Wealth Management Client Service Associate

Job Description

Client Service Manager/Administrative Assistant

Candidates without prior financial services or wealth management experience are unlikely to be a fit

Dublin, OH | Full-Time (In-Office)

At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.

This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.

Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.

In this position, you’ll be the backbone of a fast-paced, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.

• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)

• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities

• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed

• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long-term growth

• 3+ years of client service or administrative experience
• Ameriprise Financial previous experience preferred
• Exceptional attention to detail and strong organizational skills
• Proactive, self-starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude with a desire to learn and grow

• Play a critical part in shaping the client experience
• Become a trusted partner to financial advisors
• Help drive the efficiency and growth of the practice
• Build a meaningful career in financial services

• Salary: $50,000+ Negotiable (based on experience)
• Benefits:
  Health Insurance and 401k
• Schedule:
  
  Full-time 30-40 hours per week
• Location:
  
  In-office role (Dublin, OH)

• A relationship builder who enjoys connecting with clients
• A detail-oriented operator who keeps everything running smoothly
• A problem solver who takes initiative without being asked
• A team player who takes pride in contributing to a shared goal

If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.