Client Service Associate

Ameriprise Financial Services, LLC

. Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions .

Posted 9/15/2026full-timeBowling Green • Kentucky • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and time management skills while effectively supporting financial advisors in client servicing, including preparing financial plans and managing client interactions. Proficient in Microsoft Office and CRM systems, with a focus on customer service and problem resolution in a financial services environment.

Highest-signal resume keywords

Microsoft Office ProficiencyClient Service ExperienceCRM Data ManagementTime Management SkillsFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning PreparationInvestment ResearchTrade ProcessingDocumentation PreparationInsurance Application Tracking

Soft Skills

Strong Communication SkillsOrganizational SkillsAbility to Manage Multiple PrioritiesIndependent Work CapabilityCustomer Interaction Skills

Tools & Technologies

CRM Systems

Certifications & Qualifications

FINRA Licenses (Series 6, 7, 63/66)

Industry Keywords

Financial InstitutionFinancial ServicesClient AcquisitionMarketing EventsHigh-Stress Environment

About the role

Key responsibilities & impact

Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions
Support client interactions with advisors, bank partners, and clients via phone and email
Prepare for and follow up on client meetings by scheduling, confirming, entering CRM data, building agendas, and summarizing meetings
Process new business by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers
Support client acquisition efforts by managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects
Perform general administrative and operational duties, including answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts

Requirements

What you’ll need

Associate (2-year) degree or equivalent
3-5 years relevant experience required
Demonstrated proficiency in Microsoft Office and strong overall computer skills
Strong communication skills with the ability to interact across all levels of the organization
Excellent time management and organizational skills
Ability to manage multiple priorities effectively
Ability to work independently with minimal supervision
Customer service experience
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Relevant experience working in a financial institution or financial services environment preferred
Experience handling problem resolution and escalated issues preferred
Experience working in a high-stress or deadline-driven environment preferred
FINRA licenses (e.g., Series 6, 7, 63/66) preferred but not required

Benefits

Comp & perks

Training, mentoring and licensing support for career development
Flexible work arrangement: work from home one day per week
In-person collaboration with office-based support and resources