Registered Client Service Associate
Core
Provide dedicated support to high-producing financial advisors by preparing portfolio materials, building financial plans, and managing client interactions to retain and develop relationships.
Role type
Senior Client Service Associate (Financial Planning)
Builds
Financial plans, client meeting summaries, and new business documentation for Ameriprise Financial clients.
Domain
Financial Services / Wealth Management
Required skills
Financial planning, investment research, trade execution, client relationship management, administrative coordination, compliance documentation, data entry, time management, multitasking, independent work, communication, software proficiency
Preferred skills
N/A
Technologies
N/A
Responsibilities
Assist advisors in servicing clients including preparing financial plans, conducting investment research, and completing trades; Schedule, confirm, and summarize client meetings; Prepare and submit new business paperwork including forms and insurance applications; Coordinate marketing events and manage compliance documentation; Perform general administrative duties such as answering phones, processing expense reports, and setting up client files.