Client Service Associate

Position Overview

The Client Service Associate provides administrative, operational, and client service support for Branson Wealth Advisors with Branson Bank, helping the Financial Advisor stay organized and responsive to client needs. This role supports day-to-day office operations while assisting with client relationships, appointment coordination, account servicing, and operational workflows.

Responsibilities

• Supports client communication by phone, email, and in person
• Maintains accurate client files and compliance documentation
• Tracks prospects and referrals within Ameriprise systems and referral tools
• Processes account paperwork and service requests through the Ameriprise network
• Participates in onboarding and licensing progression requirements
• Maintains strict confidentiality, professionalism, and attention to detail

A Typical Day

Your day starts by reviewing the calendar and preparing for upcoming client meetings—confirming details, organizing forms, and ensuring records are current. Throughout the day, you'll respond to routine client requests, route questions appropriately, and help keep documentation organized so information is accurate and easy to retrieve. As service items come in, you'll move them through the Ameriprise network, monitor progress, and follow up to help keep timelines on track. You'll also spend time updating prospect and referral notes within the CRM and coordinating next steps with the Financial Advisor. Between projects and client interactions, you'll balance accuracy with responsiveness while protecting sensitive information and making steady progress toward onboarding and licensing milestones.

What We're Looking For

• Professional, dependable, service-minded, and demonstrates integrity in daily interactions
• Strong written and verbal communication skills
• Excellent organization and attention to detail
• The ability to manage multiple priorities while meeting deadlines
• Comfortable using Microsoft Word, Excel, and PowerPoint
• Willingness to learn Ameriprise systems and processes
• Able to use sound judgment and problem-solving skills in a fast-paced environment

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) Plan
• Life Insurance
• Health Savings Account (HSA)
• Paid Time Off (PTO)

Apply Today

If you are ready to build a strong foundation in wealth services while supporting clients with care, professionalism, and accuracy, we encourage you to apply.