Client Service Associate

Ameriprise Financial Services, LLC•Boca Raton, FL

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 assisting with practice management tasks. The associate is also part of the operations team and provides general administrative and reception support to the branch, while applying firm policies, procedures, and digital tools. The position helps deliver a personalized client experience and may offer career development through training, mentoring, and licensing support.

Requirements

Associate (two-year) degree or equivalent.
3–5 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.

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 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 closings, setting up client files, and handling copying, new business correspondence, and alerts.