Client Service Associate

Ameriprise•Wilmington, NC

17d•Hybrid

About The Position

The Client Service Associate (CSA) supports financial advisors and the branch operations team by using the client relationship model and the firm’s tools. The role involves servicing clients through assembling and analyzing client data, helping prepare financial plans, processing transactions and trades, and handling practice management tasks. The CSA also provides general administrative and reception support, including following firm policies, procedures, and digital tools. The position is full-time and non-exempt. Employees work in the office at least four days per week, with the option to work from home one day per week; some roles may have different in-office requirements. Ameriprise offers training, mentoring, and licensing support for career development.

Requirements

Associate (two-year) degree or equivalent.
Three to five 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.
Valid U.S. work authorization that does not now or in the future require visa sponsorship.

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 new-business paperwork for submission 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.
Provide branch reception and administrative support as needed.