Client Service Associate

Client Service Associate
Join Nelson, Kellmann & Associates – A Private Wealth Advisory Practice of Ameriprise Financial
In-Person | Ann Arbor, MI | Full-Time

Are you passionate about delivering exceptional client service and interested in the world of financial planning? Nelson, Kellmann & Associates is seeking a Client Service Associate to join our friendly, fast-paced team and help us continue delivering an experience that sets us apart.

About the Role

As a key point of contact for our clients, you’ll provide direct support to our advisors and help ensure the smooth operation of our day-to-day client service functions. You'll manage communications, assist with paperwork and onboarding, and track key business processes—all while helping clients feel supported and informed.

This is a great opportunity for someone with an eye for detail, a heart for service, and a desire to grow in the personal finance industry.

What You’ll Bring

• Strong client relationship and communication skills
• A proactive, positive, and team-oriented mindset
• Effective time management and organizational abilities
• Ability to work independently and navigate a changing environment
• Professional ethics and a commitment to compliance

Key Responsibilities

Client Care – 75%

• Manage client inquiries via phone, email, and text
• Support account servicing, paperwork, and onboarding
• Track account transfers and other business workflows
• Provide meeting prep and post-meeting summaries
• Assist clients with digital tools (e.g., e-signature, mobile app)
• Coordinate client communication and deliver updates

Business Management – 25%

• Collaborate with home office on account setups and issue resolution
• Help optimize internal systems and tools
• Maintain accurate CRM documentation

Preferred: Bachelor’s degree and/or experience in finance, business, legal, HR, operations, or a related field. Series 7 & 66 licensing is not required but would be a plus.

Compensation & Benefits

• Salary: $55,000-$60,000, based on experience
• Incentives: Annual bonus and/or discretionary profit sharing
• Benefits:
• 401(k) with match
• Paid time off and holidays
• Health, vision, and dental insurance

Schedule

• Monday–Friday
• Full-time

Interested in applying? Join our collaborative, client-focused team and help us deliver excellence every day.