Client Service Associate

Ameriprise Financial Services, LLC•Vancouver, WA

5d•$54,400 - $74,800•Hybrid

About The Position

The Client Service Associate (CSA) is an integral part of advisor and branch support, using the client relationship model and turnkey tools. The role may involve servicing clients by assembling and analyzing client data, helping prepare financial plans, processing transactions and trades with clients, and completing other practice management tasks as needed. The CSA also supports the branch operations team with general administrative and reception duties, including applying firm policies, procedures, and digital tools. The position supports advisors and helps create a personalized client experience. Ameriprise Financial offers training, mentoring, and licensing support to help employees develop their careers. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different in-office expectations.

Requirements

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

Nice To Haves

Bachelor's degree or equivalent.

Responsibilities

Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions as directed by the advisor.
Prepare for and summarize client meetings by scheduling and confirming meetings, entering data into the contact manager, creating agendas and meeting summaries, escorting clients to advisors, and providing follow-up.
Prepare and ensure new-business paperwork is submitted in good order, including preparing forms, obtaining signatures, preparing documents for the home office, tracking new insurance applications, and coordinating rollovers.
Prepare for and coordinate marketing events, including creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative support, including answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, copying, handling new-business correspondence, and managing alerts.