Client Service Associate

Ameriprise Financial Services, LLC

Client Service Associate providing operational and client support at Ameriprise Financial. Assisting advisors in financial planning, client service, and administrative tasks.

Posted 7/30/2026full-timeSan Jose • California • 🇺🇸 United StatesJuniorMid-Level💰 $62,600 - $86,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service, financial planning, and investment research while effectively managing administrative tasks and coordinating marketing events. Strong organizational, analytical, and communication skills are essential for success in this role.

Highest-signal resume keywords

Client Service ExperienceFinancial Planning PreparationInvestment ResearchEvent CoordinationDetail-Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ResearchData EntryDocument PreparationExpense ManagementClient CorrespondenceMarketing ComplianceNew Business ProcessingAnalytical SkillsMathematical Skills

Soft Skills

OrganizationTime ManagementCommunicationTeam CollaborationIndependence

Tools & Technologies

Contact Manager SoftwareExpense Management Software

Certifications & Qualifications

Associate Degree

Industry Keywords

Client MeetingsNew Business PaperworkInsurance ApplicationsMarketing EventsVendor Coordination

About the role

Key responsibilities & impact

Assist advisor(s) 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, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting 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 documents, and new business correspondence and alerts.

Requirements

What you’ll need

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 independently work with minimal direct supervision
Able to communicate with all levels within the organization
Process oriented and can work with a team
Strong computer and software skills

Benefits

Comp & perks

Health, dental and life insurances
401(k)
Vacation time
Sick time