Ameriprise Financial · Remote

Client Service Specialist - Fully Remote at Ameriprise Financial

Full-timeRemote$29–$31/hourPosted 2026-08-04
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Full job description

Description

This is a key position in a small, fast-paced, and friendly financial planning office. Work independently and on a team to perform administrative support and case management for financial advisors. The work is primarily back-office assistance and could include client-facing support. This is a part-time position with a flexible work schedule, hours to be agreed upon.

Responsibilities

Client Care

  • Review, prepare documents and update client information as needed for client review meetings
  • Manage and resolve client service problems
  • Perform other allowable duties as assigned by the financial advisor(s)
  • Set up and maintain client management system
  • Call clients or prospects to set up meetings or appointments
  • Assist with coordination of client appreciation events and seminars
  • Assist with client mailings

Business Processing

  • Work with home 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

Must haves

  • Direct experience in the financial services industry; either as a paraplanner, client service associate or advisor
  • Strong analytical, verbal communication, and writing skills
  • Strong attention to detail, positive attitude and desire to learn
  • An interest in financial planning, client service and investment management
  • Proficiency in MS Word, MS Excel, and the ability to learn financial planning software
  • Ability to work independently
  • Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)
  • High School Diploma, or equivalent

Successful Candidates are

  • Independent self-starters
  • Process-driven, multi-taskers
  • Organized with strong time management skills

Nice to Haves

  • Bachelor’s Degree
  • Case Management experience
  • Robust, in-depth Customer Service experience
  • Series 7 and 66

Job Type: Part-time

Pay Rate: $29 - $31 hr

Application Requirement

Please include a cover letter as part of your application packet. There are three reasons why we require a cover letter as part of the application process: a. This is a writing job. While writing eloquent prose is not necessarily a part of the job, stringing 8-12 sentences into 2-3 coherent paragraphs absolutely is part of the job. b. Following instructions from our clients is critical to our success. If you can’t follow these instructions, we will probably not be a fit. c. The cover letter will give you the opportunity to express ideas not easily conveyed on your resume. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

  • Describe your current work situation and why you are applying for this role.
  • What interested you in this role?
  • What specific skills do you possess that will help you succeed?
  • Describe your experience that relates to this position.
  • Confirm you saw the pay rate for this position and that it meets your expectations.
  • Why should we hire you.

This is a remote position.