Client Service Associate

Ameriprise • Vancouver, WA

3d • Hybrid

About The Position

The Client Service Associate (CSA) supports financial advisors and the branch operations team by using the client relationship model and firm tools. The role involves servicing clients through assembling and analyzing client data, helping prepare financial plans, processing transactions and trades, and completing practice management tasks. The CSA also provides general administrative and reception support, 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 expectations. Ameriprise provides training, mentoring, and licensing support for career development.

Requirements

• Associate degree (two-year) 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 the advisor, and completing follow-up.
• Prepare and ensure new-business paperwork is submitted in good order, including preparing forms, obtaining signatures, sending documentation to 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.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Bonus, commissions, and/or long-term incentives may be available depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree