Client Service Associate

Job Description Do you have experience in the financial services industry and want to advance your career with an industry‑leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include servicing clients by assembling and analyzing client data, helping prepare financial plans, processing transactions, trades, and other practice management tasks as needed. The CSA also provides general administrative and reception support to the branch, including firm policy, procedure, and digital tool usage. Our culture encourages career advancement through training, mentoring, and licensing support to help you reach full potential. Key Responsibilities Assist advisor 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, creating agendas and meeting summaries, escorting clients to advisor, and providing essential follow‑up. Prepare and ensure new business paperwork is submitted in good order, including preparing forms, obtaining signatures, and coordinating rollovers. Coordinate marketing events by creating 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 closings, setting up client files, and handling new business correspondence and alerts. Required Qualifications Associate (2‑year) degree or equivalent. 3–5 years of relevant experience in a client service environment. Detail oriented with strong math and analytical skills. Excellent organization, time management, and the ability to manage multiple priorities. Independent work under minimal supervision and effective communication at all organization levels. Process orientation and teamwork capability. Strong computer and software skills. Preferred Qualifications Bachelors degree or equivalent. Full‑time employment. Non‑exempt (hourly) position. Job Family Group: Business Support & Operations Line of Business: AAG Ameriprise Advisor Group 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