Client Service Associate
About The Position
FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a detail-oriented and proactive licensed client service associate to support its growing team. This remote role requires working Eastern Time Zone hours, and applicants must reside in CST or EST. The position focuses on meeting preparation, follow-ups, business processing, trades, and transactions. The ideal candidate has financial services operations experience and either holds the necessary licenses or is willing to obtain them within six months. Growth opportunities within the practice may include becoming a client-facing advisor.
Requirements
- Experience in financial services operations, client service, or a similar role.
- Strong organizational skills and the ability to manage multiple tasks and deadlines.
- Excellent communication and follow-through on action items.
- Familiarity with financial transactions, trading, and compliance requirements.
- Series 7, Series 66, Life and Health licenses, or willingness to obtain them within six months.
- Tech-savvy, with experience using CRM systems, financial platforms, and remote collaboration tools.
Responsibilities
- Complete pre- and post-meeting tasks, including preparing agendas, taking notes, and tracking action items.
- Manage and oversee operational workflows to ensure efficient and accurate client transactions.
- Support and process trades in compliance with regulatory requirements and company policies.
- Maintain regulatory compliance and complete or obtain required licenses within six months if not already licensed.
- Collaborate with internal teams to optimize operational processes and enhance client service.
Benefits
- Competitive compensation of $65,000–$75,000 per year.
- Comprehensive benefits, including health coverage and a 401(k) with a match.
- Paid time off (PTO) and paid holidays.
- Professional development opportunities and licensing support.
- Growth opportunities within the practice, including the possibility of becoming a client-facing advisor.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
