Client Service Associate

Ameriprise Financial Services, LLC•Atlanta, GA

11d•$60,000 - $65,000•Hybrid

About The Position

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Role Summary The Client Service Associate supports Financial Advisors by delivering proactive, high-quality client service and managing administrative, coordination, and workflow responsibilities. This role serves as a central point of contact for clients and the internal team, ensuring timely follow-up, clear communication, and smooth execution of client and advisor requests. Join a boutique Private Wealth Advisory practice of Ameriprise Financial in Midtown Atlanta to help provide top-notch service to clients who expect an experience well above the ordinary. Compensation will be commensurate with the responsibilities of the position. A generous bonus program rewards performance above and beyond basic duties.

Requirements

Bachelor’s degree (finance, business, or other analytical major preferred)
Extensive experience in Excel and CRM software (e.g. Salesforce)
An effective communicator who enjoys interacting with clients
A problem-solver who works quickly, effectively, and efficiently
An experienced multi-tasker who works well in a team environment
A person who takes pride in their integrity, intelligence, and reliability
Resident of Metro Atlanta only.
A complete background check will be required.
Professional presence, clear written and verbal communication, comfort with business technology, and a proactive approach to work are essential.

Nice To Haves

Strong organization and time management skills
High attention to detail and accuracy
Professional, client-focused communication style
Ability to triage and prioritize effectively
Comfortable working in a fast-paced, team-oriented environment

Responsibilities

Prepare a comprehensive summary of all outstanding client-related items prior to client meetings and assist advisors in incorporating these items into meeting agendas.
Conduct periodic client check-in calls for appropriate clients to assess needs, address service items, and escalate to advisors when a conversation is requested.
Ensure select clients receive proactive service touchpoints that are meaningful.
Generate and present periodic reports of all client contacts, including who was contacted, reason for contact, timing, and upcoming outreach needs.
Track follow-ups and identify clients who require outreach to maintain consistent service standards.
Document all client interactions clearly and accurately in internal systems.
Handle administrative tasks including preparing and processing forms, coordinating with Home Office and third-party providers, and managing document workflows (print, scan, mail, upload).
Follow up on pending requests with internal and external partners to ensure timely resolution.
Serve as first-line traffic control for incoming requests, popcorns, and service items.
Create and route to-dos to the appropriate team members when issues fall outside the Client Service Associate scope.
Monitor advisor to-dos and collaborate to determine priorities, distinguishing between items requiring immediate advisor attention versus those that can be resolved at the client service level.
Monitor phone lines and email inboxes during business hours to ensure prompt response.
Return client calls as appropriate, log all messages, and document call outcomes and next steps.
Ensure no client inquiry goes unanswered or untracked.
Provide day-to-day support to advisors and other team members as needed to ensure seamless operations.
Assist with special projects, process improvements, and coverage during peak periods or absences.
Help identify process gaps and recommend efficiency improvements.
Support onboarding of new clients through coordination, documentation, and follow-up.
Assist with post-meeting follow-ups.
Adhere to compliance, confidentiality, and firm policies at all times.
Provide client relationship support through interacting directly with clients, responding to client questions and requests, problem resolution, coordinating, and tracking business-as-usual projects, preparing and submitting account applications, and a broad range of other service tasks.
Use Salesforce, Microsoft Excel, and Box to track client information, organize and complete action items, and facilitate general workflow.