Client Service Associate

About the role

Ameriprise Financial is a diversified financial services leader with over $1.5 trillion in assets under management, administration, and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business, and institutional clients. We are a leading player in financial planning and advice, a global asset manager, and an insurer. Our mission is to connect each of our unique businesses—Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities—with our unwavering focus on our clients and strong financial foundation.

Job Description

Are you passionate about the financial services industry and eager to advance your career with an industry-leading firm? Our office is expanding, and we are seeking a Client Service Associate to join our operations team!

The Client Service Associate (CSA) plays a crucial role in advisor and branch support, utilizing the client relationship model and turnkey tools. Duties may include preparing financial plans, conducting investment research, and completing trades and transactions as directed by the advisor. Additionally, you will assist in client meetings by scheduling and confirming appointments, entering data into contact managers, creating meeting agendas and summaries, escorting clients to advisor meetings, and following up on important matters. You will also handle new business paperwork, ensuring efficient submission of forms, obtaining necessary signatures, tracking insurance applications, and coordinating rollovers. You will organize and coordinate marketing events, including event planning, vendor contact, finalizing details, creating marketing compliance documentation, and managing event marketing reimbursements. Finally, you will perform general administrative tasks such as answering the advisor's phone, processing expense reports, preparing routine client correspondence, supporting closings, setting up client documents, and handling new business correspondence and alerts.

Key Responsibilities

• Assist advisor(s) 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, building the agenda and summary of meetings, escorting clients to advisor meetings, and providing essential follow-up.
• Ensure new business paperwork is submitted efficiently, including preparation of forms, obtaining appropriate signatures, preparing documentation for submission to home office, tracking new insurance applications, and coordinating rollovers.
• Cook up and coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, new business correspondence and alerts.

Required Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to independently work with minimal direct supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.

Preferred Qualifications

• Bachelor's degree or equivalent.