Client Service Associate

Ameriprise Financial Services, LLC

Client Service Associate supporting advisor operations, financial planning, and client transactions at Ameriprise Financial. Coordinating meetings, paperwork, marketing events, and branch administration.

Posted 8/19/2026full-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 strong client service skills with a focus on financial planning, investment research, and administrative support. Proficient in managing multiple priorities while ensuring compliance and effective communication within the organization.

Highest-signal resume keywords

Financial PlanningClient Service ExperienceDetail-OrientedStrong Math SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ResearchNew Business PaperworkClient Relationship ManagementData EntryMarketing Compliance

Soft Skills

Time ManagementCommunication SkillsTeam CollaborationProcess OrientationIndependence

Tools & Technologies

Digital ToolsClient Management Software

Certifications & Qualifications

Associate DegreeBachelor's Degree Preferred

Industry Keywords

Client MeetingsAdministrative SupportInsurance ApplicationsEvent CoordinationBranch Operations

About the role

Key responsibilities & impact

Assist advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions
Prepare and summarize client meetings, including scheduling, confirmations, contact-manager data entry, agendas, meeting summaries, client escorting, and follow-up
Prepare and submit new business paperwork and documentation to the home office
Obtain signatures, track new insurance applications, and coordinate rollovers
Coordinate marketing events, including vendor contact, event details, marketing compliance documentation, and reimbursement
Provide administrative and reception support, including answering phones, processing expense reports, preparing client correspondence, supporting closes, setting up client documents, and handling new business correspondence and alerts
Support advisors and the branch operations team using client relationship models, turnkey tools, firm policies, procedures, and digital tools

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 with strong math and analytical skills
Good organization and time management skills
Ability to manage multiple priorities and prioritize effectively
Ability to work independently with minimal direct supervision
Ability to communicate with all levels within the organization
Process-oriented and able to work with a team
Strong computer and software skills
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States
Bachelor's degree or equivalent preferred

Benefits

Comp & perks

Training, mentoring and licensing support
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one day per week
Equal opportunity and accessible recruitment process
Reasonable accommodation support during application or interview process