Client Service Associate

Ameriprise • Scottsdale, AZ

2d

About The Position

Clear Edge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to support financial advisors and provide excellent client experiences. The role combines operations and client service, supporting clients’ financial well-being and helping advisors with client interactions and business needs. Responsibilities include coordinating meetings and events, managing schedules, preparing preliminary financial planning recommendations for advisor use, and completing business processing and follow-up after meetings. The associate also supports business development through outreach and relationship-building with prospective clients and centers of influence, including CPAs, attorneys, and other financial advisors.

Requirements

• High school diploma required.
• At least 2 years of experience in client service or financial services.
• Exceptional verbal and written communication skills.
• Superior skills in all Microsoft Office applications.
• Ability to adhere to strict client-confidentiality standards.
• Professionalism, ethical conduct, and courteous communication.
• Ability to collaborate effectively with different groups and work styles.

Nice To Haves

• Associate's or bachelor's degree preferred.
• Financial services licensing preferred.

Responsibilities

• Handle incoming calls and troubleshoot client issues, ensuring clients feel valued and supported.
• Manage team schedules and appointments and execute the client service system while completing detailed tasks.
• Prepare preliminary financial planning recommendations and solutions for advisors to use during meetings.
• Coordinate with advisors to complete required business processing and follow-ups from meetings.
• Support advisors in developing relationships with prospective clients and centers of influence, including CPAs, attorneys, and other financial advisors.
• Assist with outreach through phone calls, emails, meeting coordination, and follow-up communication.
• Maintain prospect databases, track referral opportunities, and contribute to initiatives to grow the firm's client base and strategic partnerships.
• Maintain client confidentiality, uphold ethical standards, and conduct interactions courteously.
• Collaborate effectively with different groups and work styles to support teamwork.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Disability
• 401(k) with company match
• Profit sharing

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED