Client Service Associate

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. This position is with an Ameriprise Financial Franchise owner. Role Summary The Client Service Associate supports Financial Advisors by delivering proactive, high-quality client service and managing administrative, coordination, and workflow responsibilities. This role serves as a central point of contact for clients and the internal team, ensuring timely follow‑up, clear communication, and smooth execution of client and advisor requests. Key Responsibilities Client Support and Proactive Outreach: Prepare comprehensive summaries of all outstanding client‑related items prior to client meetings and assist advisors in incorporating these items into meeting agendas. Conduct periodic client check‑in calls, assess needs, address service items, and, when requested, escalates to advisors. Ensure select clients receive proactive service touchpoints that are meaningful. Client Contact Management and Reporting: Generate and present periodic reports of all client contacts, track follow‑ups, identify clients needing outreach, and document all interactions. Administrative and Operational Support: Handle administrative tasks including preparing and processing forms, coordinating with Home Office and third‑party providers, and managing document workflows. Workflow and Traffic Control: Serve as first‑line traffic control for incoming requests, route to‑dos to appropriate team members, monitor advisor to‑dos, and prioritize items. Monitor phone lines and email inboxes during business hours, respond promptly, return client calls, log messages, and document call outcomes. Provide day‑to‑day support to advisors and team members, assist with projects, process improvements, and coverage during peak periods. Identify process gaps, recommend efficiency improvements, support onboarding of new clients, and assist with post‑meeting follow‑ups. Adhere to compliance, confidentiality, and firm policies. Key Skills and Attributes Strong organization and time management skills. High attention to detail and accuracy. Professional, client‑focused communication style. Ability to triage and prioritize effectively. Comfortable working in a fast‑paced, team‑oriented environment. Job Responsibilities Provide client relationship support through interacting directly with clients, responding to client questions and requests, problem resolution, coordinating, and tracking business‑as‑usual projects, preparing and submitting account applications and a broad range of other service tasks. Use Salesforce, Microsoft Excel, and Box to track client information, organize and complete action items, and facilitate general workflow. Job Requirements Detail‑oriented self‑starter who adheres rigorously to regulations and ensures tasks are completed accurately and punctually. Bachelor’s degree (finance, business, or other analytical major preferred). Extensive experience in Excel and CRM software (e.g., Salesforce). Effective communicator who enjoys interacting with clients. Problem‑solver who works quickly, effectively, and efficiently. Experienced multi‑tasker who works well in a team environment. Person who takes pride in integrity, intelligence, and reliability. Resident of Metro Atlanta only. Completion of a background check required. Professional presence, clear written and verbal communication, comfort with business technology, and proactive approach to work are essential. Benefits & Compensation Hybrid work environment. Salary range $60k to $65k, plus bonuses based on merit and practice production. Health, dental, vision, long‑term disability, and life insurance. 401(k) with 4% employer match (begins after 1,000 hours of service). Paid holidays (NYSE holidays). Paid time off (ten days in year one). Employment Type Full‑time. Equal Opportunity Employer 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. #J-18808-Ljbffr 00001 Ameriprise Financial Inc