Client Service Associate

We are seeking a dynamic and dedicated Client Service Associate to join our team, providing exceptional service and support to clients in the financial services industry.

Requirements

• Serve as the primary point of contact for clients
• Support financial advisors by preparing client documentation, scheduling appointments, and managing correspondence
• Maintain accurate and up-to-date client records using Ameriprise's CRM and other internal systems
• Process client transactions and service requests in compliance with regulatory guidelines and company policies
• Coordinate communication between clients and the financial advisory team
• Assist in the preparation of financial reports and presentations for client meetings
• Contribute to team projects and initiatives aimed at enhancing client satisfaction and operational efficiency

Benefits

• Competitive salary
• Opportunities for growth and development
• Comprehensive training program
• Collaborative and dynamic work environment