Client Service Associate
Core
Support financial advisors and branches by servicing clients, preparing financial plans, processing transactions, and providing administrative operations support.
Role type
Client Service Associate (Operations)
Builds
Client financial plans, transaction records, meeting summaries, and new business documentation for Ameriprise Financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial services experience, data analysis, financial planning, trade execution, administrative coordination, document preparation, client communication, time management, software proficiency
Preferred skills
Bachelor's degree
Responsibilities
Assist advisors in servicing clients including preparing financial plans, conducting investment research and completing trades; Schedule and summarize client meetings; Prepare new business paperwork and coordinate rollovers; Coordinate marketing events and manage compliance documentation; Perform general administrative duties such as answering phones, processing expense reports, and setting up client files.