Client Service Associate: Financial Planning Support
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC is seeking a Registered Client Service Associate in Scottsdale, AZ to support high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to strengthen relationships. The role requires 3–5 years of client service experience, Series 7 (or eligibility) and applicable state registrations, with a focus on accuracy and cross-team collaboration. Office-based with some flexibility for in-office collaboration. #J-18808-Ljbffr Ameriprise Financial Services, LLC
- ...Company We’re a diversified financial services leader with more than $1... ...and institutional clients. We are a longstanding leader in financial planning and advice, a global asset... ...Registered Client Service Associate, you will provide dedicated support to a high producing...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- Ameriprise Financial in Scottsdale, AZ is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, conducting investment... ...trades. You will help build financial plans and manage client interactions to strengthen...Suggested
- ...Key Wealth Management, we believe financial planning is about more than investments, it’... ...serve in a combined Paraplanner / Client Service Associate role. This position is ideal for someone... ...relationship and service side of supporting clients and advisors and the...SuggestedFull timeWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...delivering against their business plan and client service model Remaining...SuggestedWork at officeLocal area
$40k - $55k
...Client Service Associate At Ameriprise Financial, we're not just in the business of helping clients with their financial... ...role, while working directly and supporting the financial advisors on our... ...detailed tasks Financial Planning & Advice/Product Solutions: Prepare...SuggestedFull timePart timeWork at office- ...Client Service Associate G&G Wealth - Scottsdale, AZ G&G Wealth is an... ...every stage of a client's financial life, combining personalized... ...professional who delivers high-touch support to clients and serves as a... ...management, financial planning, an RIA, or a broker-dealer...
- Job Title Registered Client Service Associate (Series 7 required) - Scottsdale, AZ Overview A Scottsdale-based investment firm seeks a Registered Client Service Associate to support two Senior Financial Advisors, assisting with day-to-day operational support for their high...Full time
- DUTIES And RESPONSIBILITIES Supporting the FA/PWA/team in... ...enhancing new and existing client relationships Executing money... ...delivering against their business plan and client service model Remaining current on... .../Skills Knowledge of financial services products, including...Work at officeLocal area
- A financial services firm in Scottsdale, AZ is looking for a Registered Client Service Associate to assist Senior Financial Advisors. The role involves managing client onboarding, providing day-to-day operational support to high-net-worth clients, and participating in...
- U.S. Bank in Scottsdale, AZ is seeking a service and support representative who acts as the primary daily contact between Wealth Management... ...Banking, or Investment customers and the bank. You will handle client calls and transactions, resolve problems, and escalate items...
- ...Network is recruiting for a Client Service Associate to join One2One Wealth... ...Strategies LLC has been an LPL Financial Center since 2023. They... ...professionals serving the retirement planning and investment needs of... ...client service, supporting advisors, and managing day...Full timeFixed term contractMonday to Friday
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.... ...teams in delivering against their business plan and client service modelRemaining current on...Work at officeLocal area
- ...Description Summary Supports Financial advisors and their prospective... ...and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Registered Client Service Associate who is a motivated,... ...software. Goal planning software. Excel, including...Work experience placementWork at office
- A financial services firm in Scottsdale is seeking a Client Support Specialist to enhance client relationships and provide administrative support. Key responsibilities include onboarding clients, answering inquiries, managing schedules, and participating in training initiatives...
- ...company is looking to add an experienced Client Service Associate/Relationship Manager to its... ...will work closely with, and provide support for, our Investment and Relationship... ...fixed income markets. Ability to grasp financial and investment concepts, along with the...Work at officeRelocation
- ...the opportunity? As a Registered Client Associate(RCA)/Branch Service Manager (BSM) at RBC Wealth... ...administrative and operational skills to support advisors in managing and growing their... ...related experience ~3+ years of financial services experience with a solid...Full timeWork at officeFlexible hours
$31 - $36 per hour
Service Operations Associate (Scottsdale, AZ) Scottsdale Why Work at Mercer... ...and simplify their financial lives by integrating financial planning, investment... ...bound to act in our clients’ best interests — always... ...transactional functions that support the firm’s service...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Raymond James' Key Wealth group is seeking a Registered Client Associate & Paraplanner to support financial advisors with client service, data entry, and planning prep. The role emphasizes accuracy, adherence to procedures, and strong communication across client channels...Work at office
- Key Wealth Management is seeking a Registered Client Associate to support financial advisors and staff at the Scottsdale, AZ office. You will handle client... ..., meeting scheduling, and data entry for financial plans, leveraging CRM systems and Microsoft Office tools. Ideal...Work at office
- ...Description Do you love creating great client experiences, and telling the story of a... ...about our IV hydration and vitamin therapy services. Schedule appointments, manage client... ...education opportunities. A supportive, collaborative work environment in a state...Full timePart time
- ...Schwab in Scottsdale is seeking a Regular position in our Service team. You will learn to educate clients about investment strategies, trading tools, market... ...you will receive paid training, study time, and support to obtain Securities Industry Essentials and FINRA Series...
$80k - $90k
Role Summary On behalf of our client - an established,... ...- we are seeking a Licensed Service Associate to join a close-knit, high-performing... ...team. This is a backfill role supporting a lead advisor with nearly... ...Minimum 3 years of experience in financial services, specifically...Summer workWork at office- ...Private Client AdvisorAt J.P. Morgan Chase, we have... ...extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private Client... ...financial planning and advice to individuals... .... Your expertise will support a wide range of clients...
- ...Private Client Advisor At J.P. Morgan Chase, we... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client... ...comprehensive financial planning and advice to... .... Your expertise will support a wide range of clients...
- ...Description PrideStaff Financial is working with a local financial planning business that is looking... ...Representative will manage clients financial portfolios and... ...dealing with financial services, holds a Series 65 or 66 license, and enjoys supporting clients through complex...Full timeTemporary workLocal area
- ...position that combines hospitality, entertainment, and customer service. Lounge Hosts are responsible for greeting and seating guests,... ...general cleaning, organization, and daily operational tasks. Support management and fellow team members as needed to ensure smooth...Full timePart timeNight shiftWeekend workAfternoon shift
- ...Wealth Management - Private Client Advisor - Scottsdale,... ...outstanding customer service while staying committed... ...solutions for their financial needs. Job Responsibilities Champion and support your teammates' success... ...commitment to goals-based planning and advice. Valid and...Full time
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. Job Responsibilities Champion and support your teammates' success... ...commitment to goals‑based planning and advice A valid and...
- ...with existing physician accounts while supporting the overall growth of each practice.... ...Strategic Forecasting: Utilize ZO’s financial planning system to accurately forecast sales, track... ..., follow-up, and exceptional customer service. Brand Representation: Uphold ZO...Remote workHome officeShift workAfternoon shift
$16.99 per hour
...Scottsdale, and we need awesome Guest Services Associates to set the vibe! If you love meeting new... ...good throughout the day. Stay Safe & Support: Keep an eye on exhibit spaces to... ...offerings, short-term disability, and a 401K plan (all benefits are based on eligibility)...Hourly payPermanent employmentTemporary workWork experience placementWork at officeFlexible hoursShift workDay shiftAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate: Financial Planning Support. Be the first to apply!
- client solutions associate Scottsdale, AZ
- client relationship associate Scottsdale, AZ
- client success associate Scottsdale, AZ
- client services associate Scottsdale, AZ
- registered client associate Scottsdale, AZ
- service advisor automotive Scottsdale, AZ
- internal service advisor Scottsdale, AZ
- staff services manager Scottsdale, AZ
- patient service specialist Scottsdale, AZ
- court services officer Scottsdale, AZ


