Client Service Associate

Ameriprise Financial Services, LLC•Boca Raton, FL

9d•Hybrid

About The Position

The Client Service Associate (CSA) supports financial advisors and the branch operations team by using the client relationship model and firm tools. The role involves servicing clients by assembling and analyzing client data, helping prepare financial plans, processing transactions and trades, and assisting with practice management tasks. The associate also provides general administrative and reception support, including working with firm policies, procedures, and digital tools. The position is intended for someone who enjoys helping clients and creating a positive client experience. Ameriprise Financial offers training, mentoring, and licensing support to help employees develop their careers. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different or additional in-office expectations.

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 as part of a team.
Strong computer and software skills.
Must have 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 advisors 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 information into the contact manager, creating agendas and meeting summaries, escorting clients to the advisor, and arranging follow-up.
Prepare new business paperwork for submission in good order, including preparing forms, obtaining signatures, sending documentation to 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.