Ameriprise Financial Services, LLC · 1 day ago
Client Service Associate
Vancouver, Washington
Full-time
Onsite
Mid Level
$26.15/hr - $35.96/hr
3+ years expAmeriprise Financial Services, LLC is a leading firm in the financial services industry, seeking a Client Service Associate to join their operations team. The role involves supporting advisors and clients by preparing financial plans, processing transactions, and providing general administrative support.
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Responsibilities
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor
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 meetings and providing vital follow-up
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, 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 documents, and new business correspondence and alerts
Qualification
Required
Associate (2-year) degree or equivalent
3-5 years relevant experience required
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 direct supervision
Able to communicate with all levels within the organization. Process oriented and can work with a team
Strong computer and software skills
Benefits
Vacation time
Sick time
401(k)
Health, dental and life insurances
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase