Paraplanner and Client Service Associate
About The Position
Are you ready to take the next step in your financial services career? Strand and Associates is seeking a motivated and detail-oriented individual for a hybrid Paraplanner and Client Service Associate role to join our team. This role offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Requirements
- Strong organizational and time-management skills.
- Excellent verbal and written communication skills.
- Detail-oriented with a high level of accuracy.
- Strong passion for delivering exceptional client service.
- Bachelor’s degree required.
- Minimum of 2 years of experience in the financial services industry preferred.
- Knowledge of client relationship management (CRM) systems preferred.
Nice To Haves
- Familiarity with financial planning software such as Money Guide and Ameriprise technology systems is a plus.
- Candidates actively pursuing Series 7 and Series 66 licenses are encouraged to apply.
Responsibilities
- Client Scheduling and Coordination: Proactively engage clients to schedule meetings and gather client information and documentation ahead of meetings. Manage client records, maintain CRM system and other additional client support as needed.
- Meeting preparation and follow-up: Gather and organize client data for meeting preparation and complete various post-meeting follow ups. Prepare clear, accurate, client-focused meeting summaries. Coordinate with advisors for client follow up tasks, including forms, money movements, and applications.
- Financial Planning Support: Assist advisors with preparing client financial plans including the use of financial planning software and spreadsheets as well as other analytical tools. Gather and organize client data from internal systems and external sources. Ensure compliance with firm policies and requirement in all planning activities.
- Marketing & Communications: Support marketing efforts by drafting and publishing social media content, coordinating digital campaigns, organizing client events, and tracking performance metrics to enhance client and prospect engagement.
- Team Collaboration: Support advisors and other team members to ensure smooth operations and exceptional client service.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
