Client Service Associate/Paraplanner

Client Service Associate/ Paraplanner

Steve Teranishi – Financial Advisor with Ameriprise Financial Services, LLC
Location: Merced, CA – In-Office Position

Non-Exempt position

About Us
We are a growing Ameriprise Financial practice committed to delivering exceptional client service and advice. Our team is expanding and we are seeking a detail-oriented, client-focused Client Service Associate to join us in a full-time, in-office role.

Position Overview
In this role, you will provide essential operational and administrative support to our advisors, ensuring a seamless client experience. This position offers the opportunity to work closely with clients, develop deep product and process knowledge, and work toward becoming fully licensed (Series 7, 66, Life & Health).

Key Responsibilities

• Prepare for client meetings, including compiling reports and follow-up materials.
• Draft and send client communications, including follow-up emails and documentation.
• Answer and route phone calls, provide prompt responses to client inquiries.
• Process trades and transactions (solicited trades require advisor approval if unlicensed).
• Assist with account openings, money movement, and form preparation.
• Maintain accurate client records in CRM and manage eMeeting scheduling.
• Support advisors in ongoing client relationship management.
• Collaborate with team members to ensure operational efficiency.

Qualifications

• Prior financial services experience preferred; Ameriprise practice experience a plus.
• Strong organizational skills and high attention to detail.
• Excellent verbal and written communication abilities.
• Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred.
• Ability to manage multiple priorities in a fast-paced environment.
• Commitment to client confidentiality and professional ethics.
• Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses.

Compensation & Benefits

• $20 - $26 per hour, based on experience.
• Licensing and professional development support.
• Paid time off and benefits package (medical & retirement plans).
• Opportunity for career growth within an expanding practice.

Work Environment

• Full-time, in-office role (no remote work).
• Collaborative, team-oriented environment.
• Direct interaction with clients and advisors.

How to Apply
Please send your resume and a brief cover letter outlining your qualifications.

Steve Teranishi is an equal opportunity employer and welcomes applicants from all backgrounds.