Client Service Associate

Job Description

Do you have experience in the financial services industry and want to advance your career with an industry‑leading firm? Our office is growing and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for utilizing the client relationship model and turnkey tools.

Activities may include, but are not limited to: servicing clients by capturing & analyzing client data, helping prepare financial plans, working with clients to process transactions & trades & other practice management tasks as needed. In addition to supporting advisors, you’ll be a part of our operations team to provide the branch with general administrative and reception support as needed.

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring, and licensing support — it's all about helping you effectively develop to reach your full potential.

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, creating the agendas and summaries of meetings, escorting clients to the advisor and providing essential follow‑up.
• Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications and coordinating rollovers.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, copying and new business correspondence and alerts.

• Associate (2-year) degree or equivalent
• 3-5 years Relevant Experience Required
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills. Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively. Able to work independently with minimal supervision.
• Able to communicate with all levels within the organization, process oriented, and can work with a team.
• Strong computer and software skills.

• Bachelors degree or equivalent

Full time

Non-Exempt

Business Support & Operations

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.