Client Service Associate
About The Position
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs. This role plays an important part in ensuring a seamless client experience by helping advisors and team members stay organized and prepared for client interactions. This position is ideal for a highly organized, detail-oriented professional who enjoys working with people and wants to build a career within the financial services industry. The role offers the opportunity to grow within the firm and develop additional responsibilities over time.
Requirements
- Bachelor’s degree preferred
- Experience in client service, financial services, banking, insurance, real estate, or a related professional services industry preferred
- Strong organizational, attention to detail, and time management skills
- Excellent written and verbal communication skills, including comfort speaking with clients by phone
- Ability to manage multiple priorities and work in a fast-paced environment
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Experience with CRM systems preferred; Salesforce experience is a plus
Nice To Haves
- Experience with CRM systems preferred
- Salesforce experience is a plus
Responsibilities
- Prepare materials and documentation for upcoming client meetings
- Coordinate follow-up tasks and action items after client meetings
- Maintain accurate client records and update information in the CRM system
- Assist with data gathering and documentation needed for client planning conversations
- Support advisors and team members with operational and administrative tasks
- Communicate with clients regarding follow-up items and service requests
- Assist with managing meeting workflows, ensuring tasks are completed in a timely manner
- Contribute to a team-based environment supporting multiple advisors and client relationships
Benefits
- Competitive base salary, commensurate with experience and demonstrated expertise in wealth management operations, with a range of $47,000 – $65,000 annually – exempt.
- 50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
- Paid time off and paid holidays
- Simple IRA with employer match
- Group term life insurance
- Opportunities for professional development and growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
