Client Service Associate

Ameriprise • Wilmington, NC

5d

About The Position

The Client Service Associate (CSA) supports financial advisors and the branch operations team using the client relationship model and firm tools. The role involves assembling and analyzing client information, helping prepare financial plans, assisting clients with transactions and trades, and supporting practice management activities. The CSA also provides administrative and reception support, applying firm policies, procedures, and digital tools. The position offers training, mentoring, and licensing support to support career development.

Requirements

• Associate (2-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 organizational 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 with client service, 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 appointments, entering information into the contact manager, creating agendas and meeting summaries, escorting clients to the advisor, and completing 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 closings, setting up client files, copying, handling new business correspondence, and managing alerts.
• Provide branch reception and administrative support as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree