Client Service Paraplanner

Ameriprise • Houston, TX

12h • Onsite

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 Firm We are a high-performing, close-knit wealth management firm located in the Greater Houston area, serving successful individuals and families. Our team values precision, strong client relationships, and thoughtful planning. We operate in a fast-paced, collaborative environment where attention to detail and professionalism matter deeply, and where team members are supported, trusted, and respected. Role Overview The Client Service Paraplanner plays a critical role in supporting advisors and delivering high-quality client experience in a fast-paced wealth management environment. This position partners closely with advisors to prepare for client meetings, manage client communication, and ensure accuracy across client records, reporting, and follow-through. Approximately 60% or more of time is spent communicating directly with clients via phone and email. The ideal candidate is highly organized, proactive, and client-focused — someone who understands that preparation, precision, and follow-through directly impact client trust and advisor effectiveness.

Requirements

• Strong analytical skills and clear, professional written and verbal communication
• Exceptional attention to detail and organizational skills
• Strong sense of ownership with the ability to work quickly and accurately
• Positive attitude and genuine desire to learn, grow, and take on responsibility
• Ability to build strong working relationships with both clients and internal partners
• 3+ of experience in a personal financial advisory, sales support, or client service role
• Associate’s degree required
• Series 7 license required
• High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)

Nice To Haves

• Series 66 (or 63/65) and Group 1 licenses preferred; required to obtain within 3 months of starting
• Salesforce or CRM experience preferred

Responsibilities

• Prepare for client meetings by summarizing notes, emails, calls, and relevant financial data
• Review and prepare investment and account reports for client meetings
• Take detailed notes during meetings and prepare clear, professional summary letters
• Make outbound calls and emails to service existing clients and address routine requests
• Answer client questions via phone and email, researching and resolving issues as needed
• Confirm transactions with clients and ensure proper documentation and follow-through
• Assist clients with money movement requests and other account-related transactions
• Execute client-related projects and follow-related work through completion
• Manage advisor calendars and assist with meeting coordination
• Use CRM systems to maintain accurate client records and document all client interactions
• Communicate with clients regarding outstanding items, new business, and next steps
• Review and update client information in preparation for review meetings
• Ensure tasks are initiated, tracked, and completed accurately and on time

Benefits

• Genuine Work/Life Balance
• Collaborative & Positive Team Culture
• Growth & Advancement Opportunities
• Autonomy and Responsibility
• Professional Development & Learning
• Competitive salary range starting at $70,000 to $85,000 per year, based on experience and qualifications
• 401(k) plan with employer contributions up to 3%
• Health, dental, and vision insurance with employer contributions towards premiums (covering individuals and families)
• Health Savings Account (HSA) contributions for high deductible plan participants
• Life insurance coverage of $50,000
• 8 paid holidays
• At least 13 PTO days each year, with the opportunity to earn more based on years of service
• Volunteer Time Off program
• Paid parking
• Mileage reimbursement
• Quarterly team volunteering and social events
• Team trip every other year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees