Client Service Associate

Ameriprise Financial Services, LLC•Wilmington, DE

19d•Hybrid

About The Position

The Client Service Associate (CSA) is an integral part of advisor and branch support, using the client relationship model and turnkey tools. The role supports advisors by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions and trades, and handling other practice management tasks. The CSA also supports branch operations with general administrative and reception duties, including following firm policies and procedures and using digital tools. The role is suited to someone who enjoys helping clients and creating a positive client experience. Ameriprise Financial offers training, mentoring, and licensing support for career development. This is a full-time, non-exempt role. Employees work in the office at least four days per week and may work from home one day per week; some roles may have additional or different in-office expectations.

Requirements

Associate (two-year) degree 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 the advisor 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 providing follow-up.
Prepare new-business paperwork for submission in good order, including preparing forms, obtaining signatures, preparing documentation for 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, and handling new-business correspondence and alerts.