Client Service Associate

Ameriprise Financial • Naperville, IL • 1h ago

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/13637150

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 the Role\ We are seeking a highly organized, client-focused Client Service Associate (CSA) / Team Lead to join our growing wealth management practice. This individual will serve as a key leader within the office, helping drive operational excellence, deliver exceptional client service, and support advisors in providing comprehensive financial planning and wealth management solutions. The ideal candidate combines strong leadership capabilities with a passion for client service, attention to detail, and experience within the financial services or wealth management industry.

Key Responsibilities:

Client Service & Relationship Management

Deliver an exceptional client experience through proactive

communication and timely follow-up.

Serve as a primary point of contact for client service requests and

account maintenance needs.

Coordinate and process account openings, transfers, money movement

requests, and other service transactions.

Maintain accurate client records and ensure documentation is

completed in accordance with firm policies.

Team Leadership

Provide day-to-day leadership, guidance, and support to

administrative and client service staff.

Help establish and maintain workflows, service standards, and

operational best practices.

Assist with onboarding and training new team members.

Foster a positive, collaborative, and high-performance office

environment.

Operations & Compliance

Ensure adherence to firm procedures, regulatory requirements, and

compliance standards.

Manage priorities and workflow to meet service expectations and

deadlines.

Identify opportunities to improve efficiency and enhance client

experience.

Qualifications

Required

Bachelor\'s degree from an accredited college or university.

3+ years of experience in wealth management, financial services,

banking, or a related industry.

Demonstrated leadership, supervisory, or team coordination

experience.

Strong organizational skills and exceptional attention to detail.

Excellent verbal and written communication skills.

Ability to multitask and prioritize effectively.

Proficiency with Microsoft Office and financial services technology

platforms.

Preferred

Experience working in a financial advisory, wealth management, or

brokerage environment.

Familiarity with account servicing, client onboarding, and financial

planning support.

Industry licenses (Series 7, 63, 65, or equivalent). Must be willing

to obtain in 90-180 days.

Benefits:

Attractive retirement plan

Health, disability, dental and vision insurance

Paid time off

Holiday pay

Compensation:

\$60,000-80,000

What Makes Someone Successful in This Role?

A client-first mindset and commitment to service excellence.

Strong leadership presence with the ability to motivate and develop

others.

High level of professionalism, discretion, and accountability.

Ability to anticipate needs, multi-task, solve problems, and take

initiative.

-Desire to build a long-term career within a growing wealth management practice.

Why Join Our Team?

Collaborative, team-oriented culture.

Meaningful client relationships and the ability to make a direct impact.

Professional growth and career advancement opportunities.

If you are a motivated professional who enjoys leading others, delive

Go to Apply

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