Job Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.

The Client Service Associate supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This role provides administrative support by answering phones, scheduling meetings, greeting clients, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, and researching technology problems.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

1. 50% Administrative

• Prepare correspondence for advisor signature.




• Copy and track all client and practice materials including business correspondence.




• Copy and follow-up with home office on related issues.




• Schedule client appointments and prepare agendas/ forms for appointments.




• Conduct client appointment reminder calls and check-in calls on follow up items.




• Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s).




• Perform other allowable duties as assigned by the financial advisor(s).

2. 50% Client care

• Greet clients upon arrival and extend hospitality to clients.




• Set up and maintain client management system.




• Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation.




• Document client contacts/calls.




• Track client special events and make appropriate contact per established client contact model.

Key Traits of a Successful Client Service Associate:

• Strong organizational and computer skills.




• Experience with Microsoft Office.




• Experience with Salesforce or other CRM.




• Direct attention to detail and organization.




• Effective communication with clients and other advisors/staff.




• Effective and efficient time management.




• Polite and clear phone manner.




• Ability to multi-task.




• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise.




• Ability to support and provide guidance for compliance within the advisor's practice.




• Positive attitude and sincere willingness to constantly learn and grow.

Education and Other Designations:

• High school degree or higher.




• Securities Licensing Preferred.

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. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full timePDN-9d2b5cd2-9f9e-4509-b21b-240bf7e636d4 Apply Now