Ameriprise Financial - Oregon
Client Service Associate
Ameriprise Financial - Oregon, Portland, Oregon, United States, 97204
Client Service Associate
Meridian Wealth Advisors | Portland, OR (In-Office)
Meridian Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, is seeking a high-level Client Service Associate to join our growing private wealth management practice. This is a key, client-facing role for someone who takes pride in delivering exceptional service, thrives in a fast‑paced environment, and is interested in building a long‑term career within a collaborative, team‑oriented firm.
We are a well-established practice serving a focused group of high-value clients through a comprehensive financial planning approach. Our culture is respectful, collegial, and relationship-driven, with a strong emphasis on integrity, efficiency, and balance—both professionally and personally.
The ideal candidate is proactive, highly organized, personable, and capable of managing multiple priorities with confidence and independence.
What You’ll Do Client Service & Relationship Support
Serve as the primary point of contact for clients, handling inbound calls, emails, and service requests with professionalism and care
Manage client scheduling, meeting preparation, follow-up, and ongoing communication
Anticipate client needs and proactively follow up to ensure a consistently high level of service
Build and maintain strong client relationships rooted in trust and responsiveness
Operations & Administrative Support
Prepare and process client paperwork, including account forms, applications, beneficiary updates, letters, and service requests
Maintain accurate client records, documentation, and CRM data
Support recurring operational projects such as RMD processing and annual service initiatives
Assist with meeting follow-up, technology support for clients, and internal workflow coordination
Practice Support & Growth
Work closely with the advisor to ensure client relationships run smoothly and efficiently
Contribute to practice initiatives that support growth, efficiency, and client satisfaction
Additional responsibilities may be added over time based on team needs and career goals, including exposure to planning support or research activities
What We’re Looking For
3+ years of experience in client service, administrative, or operations support (financial services experience strongly preferred)
Exceptional organizational skills and strong attention to detail
Professional demeanor with excellent verbal and written communication skills
Ability to work independently while collaborating effectively with a small team
Comfort managing multiple priorities in a dynamic environment
Proficiency in Microsoft Word, Excel, Outlook, and general office technology
Bachelor’s degree required
Willingness to pursue licensing over time (licensing not required at hire)
Desire to grow with the firm and become a long-term team member
Career Growth & Licensing This role is designed with long-term growth in mind. As the practice continues to expand, there may be opportunities to take on additional responsibilities and advance within the firm. Licensing (such as Series 7, Series 66, and state life/health insurance) is not required at hire but may be supported in the future based on performance, interest, and career goals.
Work Environment
In-office position in Portland, OR
Full-time, in-office presence preferred for the first 6–12 months to support training, collaboration, and relationship-building
Some flexibility may be considered over time; this is not a fully remote role
Compensation & Benefits
Salary range: $70,000–$90,000 (exempt), depending on experience and qualifications
Health insurance
Disability insurance
Approximately three weeks of paid time off, plus major holidays
Simple IRA retirement plan with employer contribution
Opportunity for annual bonus
Supportive, team-oriented culture with a strong emphasis on professional development and work–life balance
Why Meridian Wealth Advisors We are a client‑first wealth management practice built on comprehensive financial planning, strong relationships, and mutual respect. We value competence, integrity, and efficiency in our work—and family, health, and personal growth in our lives. We’re looking for someone who wants to be an integral part of the firm and grow alongside us for years to come.
Equal Opportunity Employer Meridian Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
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Meridian Wealth Advisors, a private wealth advisory practice of Ameriprise Financial, is seeking a high-level Client Service Associate to join our growing private wealth management practice. This is a key, client-facing role for someone who takes pride in delivering exceptional service, thrives in a fast‑paced environment, and is interested in building a long‑term career within a collaborative, team‑oriented firm.
We are a well-established practice serving a focused group of high-value clients through a comprehensive financial planning approach. Our culture is respectful, collegial, and relationship-driven, with a strong emphasis on integrity, efficiency, and balance—both professionally and personally.
The ideal candidate is proactive, highly organized, personable, and capable of managing multiple priorities with confidence and independence.
What You’ll Do Client Service & Relationship Support
Serve as the primary point of contact for clients, handling inbound calls, emails, and service requests with professionalism and care
Manage client scheduling, meeting preparation, follow-up, and ongoing communication
Anticipate client needs and proactively follow up to ensure a consistently high level of service
Build and maintain strong client relationships rooted in trust and responsiveness
Operations & Administrative Support
Prepare and process client paperwork, including account forms, applications, beneficiary updates, letters, and service requests
Maintain accurate client records, documentation, and CRM data
Support recurring operational projects such as RMD processing and annual service initiatives
Assist with meeting follow-up, technology support for clients, and internal workflow coordination
Practice Support & Growth
Work closely with the advisor to ensure client relationships run smoothly and efficiently
Contribute to practice initiatives that support growth, efficiency, and client satisfaction
Additional responsibilities may be added over time based on team needs and career goals, including exposure to planning support or research activities
What We’re Looking For
3+ years of experience in client service, administrative, or operations support (financial services experience strongly preferred)
Exceptional organizational skills and strong attention to detail
Professional demeanor with excellent verbal and written communication skills
Ability to work independently while collaborating effectively with a small team
Comfort managing multiple priorities in a dynamic environment
Proficiency in Microsoft Word, Excel, Outlook, and general office technology
Bachelor’s degree required
Willingness to pursue licensing over time (licensing not required at hire)
Desire to grow with the firm and become a long-term team member
Career Growth & Licensing This role is designed with long-term growth in mind. As the practice continues to expand, there may be opportunities to take on additional responsibilities and advance within the firm. Licensing (such as Series 7, Series 66, and state life/health insurance) is not required at hire but may be supported in the future based on performance, interest, and career goals.
Work Environment
In-office position in Portland, OR
Full-time, in-office presence preferred for the first 6–12 months to support training, collaboration, and relationship-building
Some flexibility may be considered over time; this is not a fully remote role
Compensation & Benefits
Salary range: $70,000–$90,000 (exempt), depending on experience and qualifications
Health insurance
Disability insurance
Approximately three weeks of paid time off, plus major holidays
Simple IRA retirement plan with employer contribution
Opportunity for annual bonus
Supportive, team-oriented culture with a strong emphasis on professional development and work–life balance
Why Meridian Wealth Advisors We are a client‑first wealth management practice built on comprehensive financial planning, strong relationships, and mutual respect. We value competence, integrity, and efficiency in our work—and family, health, and personal growth in our lives. We’re looking for someone who wants to be an integral part of the firm and grow alongside us for years to come.
Equal Opportunity Employer Meridian Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
#J-18808-Ljbffr