Client Service Associate

Ameriprise • Shreveport, LA

12d • Onsite

About The Position

Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our team. This role plays an important part in supporting our financial advisors while helping us deliver a consistently high-touch, personalized client experience. As a locally owned, family-oriented organization, we take pride in creating a warm, welcoming environment where relationships matter. The ideal candidate will thrive in a fast-paced financial services setting, bringing professionalism, care, and attention to detail to every client interaction. This position blends client service, operational support, and administrative responsibilities, all aimed at helping our advisors serve clients with excellence and integrity.

Requirements

• High school diploma, associate degree, or equivalent experience (Bachelor’s degree not explicitly required).
• Demonstrated proficiency in Microsoft Office and strong overall computer skills.
• Strong communication skills with the ability to interact across all levels of the organization.
• Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
• Ability to work independently with minimal supervision.
• Customer service experience.

Nice To Haves

• Relevant experience working in a financial institution or financial services environment.
• Industry-related experience (generally aligned with ~1–5 years based on role leveling range).
• Experience handling problem resolution and escalated issues.
• Experience working in a high-stress or deadline-driven environment.
• FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.

Responsibilities

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED