Client Service Associate

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.

Job Description

About Our Team:

Are you ready to be the heartbeat of exceptional client experiences in a dynamic financial services environment? ClearEdge Private Wealth, a Forbes Best-in-State Wealth Management Team, is seeking a Client Service Associate to elevate our client interactions to new heights. You'll be part of a team dedicated to the financial well-being of our clients, ensuring they receive unparalleled care, communication while learning about the wealth management industry.

Why Join Us?

As a Client Service Associate, you'll be both in an operations role and a client service role, while working directly and supporting the financial advisors on our team. Your role will be pivotal in shaping our clients' journey, from coordinating seamless meetings and events to helping prepare and follow up on client needs and meetings. If you thrive on delivering superior service and love connecting with people, this is the perfect opportunity for you.

Key Responsibilities:

Deliver Exceptional Client Service: Handling incoming calls and troubleshooting issues, you'll ensure every client feels valued and supported. Efficiently manage schedules and appointments for our team, scheduling client appointments and preparing agendas and forms for meetings, executing our client service system, while completing detailed tasks

Financial Planning & Advice/Product Solutions : Prepare preliminary financial planning recommendations and solutions for advisors to use during meetings. Coordinate with advisors to complete all required business processing and follow ups from meetings.

Business Management: Work with the corporate office to ensure accurate account setup and resolve issues. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Maintain files and records in accordance with the records retention policy. Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s). Provide insight and recommendations to effectively use key tools that help lead to results in practice.

Requirements:

Skills and Qualifications: Bachelor’s/master’s degree in finance preferred. You should have at least 3 years of experience in client service or financial services. Financial Service Licensing preferred.

Communication Skills: Exceptional verbal and written communication skills are essential, along with superior skills in all Microsoft Office applications. Adherence to a strict standard of client confidentiality.

Professionalism: Maintain confidentiality, uphold ethical standards, and demonstrate courteous conduct in all interactions.

Team Player: Collaborate effectively with different groups and work styles, ensuring seamless teamwork.

Join Our Team Today!

If you're ready to bring your effective communication skills, positive attitude, and organizational skills to a team that values client-centric service and professionalism, apply now. We're committed to supporting our clients and each other with the highest ethical standards and a client-first mindset. Come grow with us at ClearEdge Private Wealth.

Benefits:

Medical

Dental

Vision

Life

Disability

401k with company match and Profit Sharing

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.