Client Service Associate/Paraplanner
Client Service Associate/Paraplanner
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Job Description
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 requiredmust 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.
Required Experience:
IC
Employment Type
Full-Time
