Client Service Associate

Ameriprise Financial Services, LLC•Minnetonka, MN

9d•$55,000 - $65,000•Hybrid

About The Position

This position offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice. This role is with Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Requirements

Strong organizational and time-management skills.
Excellent verbal and written communication skills.
Detail-oriented with a high level of accuracy.
Strong passion for client service.
Bachelor’s degree required.
Minimum of 2 years of experience in the financial services industry preferred.
Knowledge of client relationship management (CRM) systems preferred.
Familiarity with financial planning software such as MoneyGuide and/or Ameriprise systems is a plus.

Responsibilities

Proactively schedule and coordinate meetings with clients.
Manage advisor calendars and meeting logistics.
Provide prompt, professional communication and service to clients.
Help clients gather and organize client information and documentation ahead of meetings.
Coordinate with advisors on meeting preparation and follow-up actions.
Complete post-meeting tasks accurately and in a timely manner.
Manage task lists, calendars, and workflow priorities.
Process forms, applications, account maintenance requests, and money movement transactions promptly and accurately.
Manage client records, maintain CRM system and other additional client support as needed.
Prepare client correspondence, appreciation notes, and other communications.
Maintain timely communication with clients and team members.
Process incoming and outgoing mail.
Partner with advisors and team members to deliver an exceptional client experience.
Assist with operational initiatives and special projects as needed.
Contribute to efficient office operations and continuous process improvement.