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Client Service Associate – Managed Program
Ameriprise Financial Services, LLCClient Service Associate assisting financial advisors with client service and financial planning at Ameriprise Financial. Responsible for client interactions and administrative support in a hybrid work environment.
About the role
Key responsibilities & impact- Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
- Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
- Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
- Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
- Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
- Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.
Requirements
What you’ll need- High school diploma, associate degree, or equivalent experience (Bachelor’s degree not explicitly required).
- Demonstrated proficiency in Microsoft Office and strong overall computer skills.
- Strong communication skills with the ability to interact across all levels of the organization.
- Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
- Ability to work independently with minimal supervision.
- Customer service experience.
- Relevant experience working in a financial institution or financial services environment (preferred).
- Industry-related experience (generally aligned with ~1–5 years based on role leveling range) (preferred).
- Experience handling problem resolution and escalated issues (preferred).
- Experience working in a high-stress or deadline-driven environment (preferred).
- FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment researchtrade processingCRM data entrydocumentation preparationinsurance application trackingreferral managementevent coordinationcustomer serviceproblem resolution
Soft Skills
communicationtime managementorganizational skillsindependenceability to manage multiple prioritiesinterpersonal skillsadaptabilityattention to detailcustomer interactionstress management
Certifications
FINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66