Client Service Associate

Ameriprise•Naperville, IL

12d

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. About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management practice. This individual will serve as a key leader within the office, helping drive operational excellence, deliver exceptional client service, and support advisors in providing comprehensive financial planning and wealth management solutions. The ideal candidate combines strong leadership capabilities with a passion for client service, attention to detail, and experience within the financial services or wealth management industry.

Requirements

Bachelor's degree from an accredited college or university.
3+ years of experience in wealth management, financial services, banking, or a related industry.
Demonstrated leadership, supervisory, or team coordination experience.
Strong organizational skills and exceptional attention to detail.
Excellent verbal and written communication skills.
Ability to multitask and prioritize effectively.
Proficiency with Microsoft Office and financial services technology platforms.

Nice To Haves

Experience working in a financial advisory, wealth management, or brokerage environment.
Familiarity with account servicing, client onboarding, and financial planning support.
Industry licenses (Series 7, 63, 65, or equivalent). Must be willing to obtain in 90-180 days.

Responsibilities

Deliver an exceptional client experience through proactive communication and timely follow-up.
Serve as a primary point of contact for client service requests and account maintenance needs.
Coordinate and process account openings, transfers, money movement requests, and other service transactions.
Maintain accurate client records and ensure documentation is completed in accordance with firm policies.
Provide day-to-day leadership, guidance, and support to administrative and client service staff.
Help establish and maintain workflows, service standards, and operational best practices.
Assist with onboarding and training new team members.
Foster a positive, collaborative, and high-performance office environment.
Ensure adherence to firm procedures, regulatory requirements, and compliance standards.
Manage priorities and workflow to meet service expectations and deadlines.
Identify opportunities to improve efficiency and enhance client experience.