Position Overview:
Ameriprise—San Diego, CA—As a Client Service Associate, you will directly support the daily business operations of a growing Private Wealth Advisory practice based in San Diego through calendar management, direct client service, meeting management, and collaborative projects. All projects assigned will help drive practice growth and foster a vibrant, immersive client experience to high net-worth families, individuals, and organizations.

With an enthusiastic yet methodical approach to client service, business processing, and office management you seamlessly and strategically engage with both the client-facing sector of the business and the business processing components of private wealth management and financial planning.

What You'll Do:
- Manage the office, greeting clients and visitors with a friendly and professional demeanor

- Track client onboarding process and new client experience, incorporating both in-person and digital components

- Serve as the first point of contact for client support through e-mail, phone, and in-person visits

- Create applications and process new business

- Assign and delegate tasks to staff and track tasks through execution

- Assist team in managing office facilities

- Manage office and advisor calendars & assist with scheduling

- Maintain compliant records, office reporting requirements, and business correspondence

- Ad hoc projects as assigned

- Provide administrative and operational support to the CEO and practice

Where you’ll go:

- Opportunities for career advancement in management or advisory roles

- Ability to pursue licensing training and/or professional designation programs

How you’ll be effective:

- Your interpersonal skills are excellent and you have refined experience working with clients

- Efficient at time management and organizational projects

- Demonstrated ability to multi-task and prioritize tasks and workload in a fast-paced, small office environment

- Dynamic and capable of adjusting to changing deadlines

- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and demonstrated ability to learn new applications

- Experience in Salesforce (preferred, but not required)

- Commitment to adhere to rules and regulations as stated and required by practice and Ameriprise

- Sincere willingness to constantly learn and grow

- Achievement oriented—willing to take on the challenge and problem-solve through completion

- Maintain confidentiality of sensitive information

Experience:
- Previous experience in a similar role or in an administrative capacity is preferred

- 1-2 years of financial planning and investment office and/or 2-3 years client service experience highly preferred

- Ideal, but not required: Have or be able to obtain federal and state licenses and registrations for securities, including: Series 7, Series 66, and State Life, Accident and Health insurance licenses within 1 year of hiring.

If you are a proactive individual with excellent organizational skills and a passion for providing exceptional client service, we would love to hear from you. Apply today to join our dynamic team!

Job Type: Full-time

Pay: $60,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person