Client Service Associate with Branson Wealth Advisors

Branson Bank•Branson, MO

5d•Onsite

About The Position

At Branson Bank, we believe banking is about people first. As a locally owned community bank, we value relationships, teamwork, and serving our communities well. Our associates work together to provide excellent service and creative financial solutions while building meaningful connections with customers and each other. We strive to create a workplace where associates feel supported, encouraged, and part of something bigger. Through training, mentorship, and opportunities for growth, we invest in our people and the future of our communities. Our culture is guided by the Golden Rule and a shared commitment to professionalism, integrity, and helping others succeed. If you are looking for a place where relationships matter and your work makes a difference, we would love to meet you. The Client Service Associate provides administrative, operational, and client service support for Branson Wealth Advisors with Branson Bank, helping the Financial Advisor stay organized and responsive to client needs. This role supports day-to-day office operations while assisting with client relationships, appointment coordination, account servicing, and operational workflows. Responsibilities include supporting client communication by phone, email, and in person; maintaining accurate client files and compliance documentation; tracking prospects and referrals within Ameriprise systems and referral tools; and processing account paperwork and service requests through the Ameriprise network. This position also participates in onboarding and licensing progression requirements while maintaining strict confidentiality, professionalism, and attention to detail.

Requirements

Professional, dependable, service-minded, and demonstrates integrity in daily interactions.
Strong written and verbal communication skills.
Excellent organization and attention to detail.
Ability to manage multiple priorities while meeting deadlines.
Comfortable using Microsoft Word, Excel, and PowerPoint.
Willing to learn Ameriprise systems and processes.
Able to use sound judgment and problem-solving skills in a fast-paced environment.

Responsibilities

Provides administrative, operational, and client service support for Branson Wealth Advisors.
Supports day-to-day office operations.
Assists with client relationships, appointment coordination, account servicing, and operational workflows.
Supports client communication by phone, email, and in person.
Maintains accurate client files and compliance documentation.
Tracks prospects and referrals within Ameriprise systems and referral tools.
Processes account paperwork and service requests through the Ameriprise network.
Participates in onboarding and licensing progression requirements.
Maintains strict confidentiality, professionalism, and attention to detail.
Reviews the calendar and prepares for upcoming client meetings-confirming details, organizing forms, and ensuring records are current.
Responds to routine client requests, routes questions appropriately, and helps keep documentation organized.
Moves service items through the Ameriprise network, monitors progress, and follows up to help keep timelines on track.
Updates prospect and referral notes within the CRM and coordinates next steps with the Financial Advisor.
Balances accuracy with responsiveness while protecting sensitive information and making steady progress toward onboarding and licensing milestones.