Client Service Associate

Koney Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a Client Service Associate.  In this role you will play a key part in ensuring smooth daily operations. As an employee of an independent advisor franchisee within Ameriprise Financial, you will provide essential support that allows the team to focus on client acquisition and relationship-building.

We are looking for a highly organized and proactive professional who thrives in a fast-paced environment and is eager to contribute to our practice’s success.

Key Responsibilities

Your role will evolve over time to align with the needs of the practice. Responsibilities may include but are not limited to:

Administrative & Client Support

• Prepare correspondence for the advisor’s signature.
• Schedule client appointments and prepare agendas and necessary forms.
• Conduct client appointment reminder and follow-up calls.
• Greet clients upon arrival and provide a welcoming experience.
• Document client interactions and maintain records in the client management system.

Operational & Organizational Support

• Assist advisors, planning assistants, paraplanners, and associate financial advisors.
• Coordinate and track projects to ensure timely completion.
• Manage electronic filing, scanning, and organizing meeting/event logistics.
• Copy, track, and follow up on business correspondence with the home office.
• Maintain and update client records, tracking special events and key milestones.

Compliance & Best Practices

• Ensure adherence to Ameriprise Financial guidelines and industry regulations.
• Support and provide guidance for compliance-related matters within the practice.

Key Traits for Success

We are seeking a candidate who possesses:

• Strong organizational and computer skills.
• Attention to detail with a commitment to accuracy.
• Effective communication skills with clients and team members.
• Efficient time management and multitasking abilities.
• A professional, polite, and confident phone manner.
• Excellent Microsoft office suite skills.
• A positive attitude with a willingness to learn and grow.

Qualifications

• College degree or higher preferred.
• Prior experience in administrative support, financial services, or client relations is a plus.

Compensation & Benefits

• Starting income range: $30/hr - $35/hr
• Quarterly bonus eligibility
• Health insurance
• Retirement savings: 401k with 4% Employer match
• PTO
• 5 Sick/Personal Days
• 1 personal Day (to be use around your birthday)
• Vacation (2 carryforward days)
• 5 Work from Home Days.

Working Schedule

• Hours:
  • Monday: 8am to 4:30pm
  • Tuesday: 8am to 4pm
  • Wednesday: 8am to 4:30pm
  • Thursday: 8am to 4pm
  • Friday: 8am to 3pm

 How to Apply

Please submit the following for consideration:

• Cover letter
• Resume

We look forward to hearing from you!