Registered Client Service Associate - Boca Raton, Florida

Ameriprise • Boca Raton, FL

2d • Hybrid

About The Position

Ameriprise Financial is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. This role involves preparing portfolio materials for client meetings, building financial plans using analytical skills, and managing client interactions to foster retention and deepen relationships. The ideal candidate thrives in an environment focused on helping others and creating a positive client experience, aiming to advance their career with an industry-leading firm known for financial planning and customer loyalty.

Requirements

• Bachelors degree or equivalent
• 3 - 5 years Relevant Experience Required
• Series 7 or ability to obtain within 150 days
• State securities agent registration (S63 or S66) or ability to obtain within 150 days
• State IAR registration (S65 or S66) or ability to obtain within 150 days
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
• Experience working in a client service environment.
• Detail oriented, strong math, and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to independently work with minimal supervision.
• Able to communicate with all levels within the organization.
• Process oriented and can work with a team.
• Strong computer and software skills.
• Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor and providing vital follow-up.
• Prepare and ensure new business paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to send to the home office, tracking new insurance applications, and coordinating rollovers.
• Prepare for and coordinate marketing events, which includes crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level