Client Service Associate - Remote

Overview

FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours and focuses on meeting preparation, follow-ups, business processing, trades, and transactions. The ideal candidate will have experience in financial services operations and either hold the necessary licenses or be willing to obtain them within six months. This position offers growth opportunities within the practice, including becoming a client facing advisor.

In Short

• Ensure all pre- and post-meeting tasks are completed.
• Manage and oversee operational workflows.
• Support and process trades.
• Maintain regulatory compliance.
• Collaborate with internal teams to enhance client service.

Requirements

• Experience in financial services operations or client service.
• Strong organizational skills.
• Excellent communication skills.
• Familiarity with financial transactions and compliance.
• Required licenses or willingness to obtain them.
• Tech-savvy with CRM systems experience.

Benefits

• Remote work with Eastern Time Zone hours.
• Competitive compensation: $65,000-$75,000 per year.
• Comprehensive benefits including health coverage and 401K.
• Paid time off (PTO) and paid holidays.
• Professional development opportunities.