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

Role Summary
The Client Service Associate supports Financial Advisors by delivering proactive, high-quality client service and managing administrative, coordination, and workflow responsibilities. This role serves as a central point of contact for clients and the internal team, ensuring timely follow-up, clear communication, and smooth execution of client and advisor requests.

Join a boutique Private Wealth Advisory practice of Ameriprise Financial in Midtown Atlanta to help provide top-notch service to clients who expect an experience well above the ordinary. Compensation will be commensurate with the responsibilities of the position. A generous bonus program rewards performance above and beyond basic duties.

Key Responsibilities

Client Support and Proactive Outreach

• Prepare a comprehensive summary of all outstanding client-related items prior to client meetings and assist advisors in incorporating these items into meeting agendas.

• Conduct periodic client check-in calls for appropriate clients to assess needs, address service items, and escalate to advisors when a conversation is requested.

• Ensure select clients receive proactive service touchpoints that are meaningful.

Client Contact Management and Reporting

• Generate and present periodic reports of all client contacts, including who was contacted, reason for contact, timing, and upcoming outreach needs.

• Track follow-ups and identify clients who require outreach to maintain consistent service standards.

• Document all client interactions clearly and accurately in internal systems.

Administrative and Operational Support

• Handle administrative tasks including preparing and processing forms, coordinating with Home Office and third-party providers, and managing document workflows (print, scan, mail, upload).

• Follow up on pending requests with internal and external partners to ensure timely resolution.

Workflow and Traffic Control

• Serve as first-line traffic control for incoming requests, popcorns, and service items.

• Create and route to-dos to the appropriate team members when issues fall outside the Client Service Associate scope.

• Monitor advisor to-dos and collaborate to determine priorities, distinguishing between items requiring immediate advisor attention versus those that can be resolved at the client service level.

Communication and Monitoring

• Monitor phone lines and email inboxes during business hours to ensure prompt response.

• Return client calls as appropriate, log all messages, and document call outcomes and next steps.

• Ensure no client inquiry goes unanswered or untracked.

Team Support

• Provide day-to-day support to advisors and other team members as needed to ensure seamless operations.

• Assist with special projects, process improvements, and coverage during peak periods or absences.

Additional Responsibilities

• Help identify process gaps and recommend efficiency improvements.

• Support onboarding of new clients through coordination, documentation, and follow-up.

• Assist with post-meeting follow-ups.

• Adhere to compliance, confidentiality, and firm policies at all times.

Key Skills and Attributes

• Strong organization and time management skills

• High attention to detail and accuracy

• Professional, client-focused communication style

• Ability to triage and prioritize effectively

• Comfortable working in a fast-paced, team-oriented environment

Job responsibilities 

• Provide client relationship support through interacting directly with clients, responding to client questions and requests, problem resolution, coordinating, and tracking business-as-usual projects, preparing and submitting account applications, and a broad range of other service tasks.

• Use Salesforce, Microsoft Excel, and B