Client Services Associate

21 hours ago


marinette, United States Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

Client Service Associate

Position Description:

Kuttin Wealth Management, a financial advisory practice of Ameriprise Financial, LLC is looking to fill a full-time Client Service Associate for their Marinette, WI and Stephenson, MI offices.

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.

Assist financial advisors in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience. Primary functions of this position include:

  • Central point of contact for all incoming phone calls.
  • Manage the calendars and appointment scheduling for multiple advisors in multiple office locations.
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.

Maintain client management system via timely documentation entry.

  • Meeting materials preparation.
  • Maintain files and records in accordance with the records retention policy.
  • Maintain office supplies and cleanliness of offices.

Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. This position will work in two locations.

Key Traits of a Successful Client Service Associate/Manager

  • Direct attention to detail and organization
  • Effective communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
  • Ability to support and provide guidance for compliance within the advisor’s practice.
  • Positive attitude and sincere willingness to constantly learn and grow.


Education and Other Designations:

2+ years of similar experience

What We Offer:

  • Competitive compensation
  • Health Benefits, 401(k) Retirement Plan with Employer Match, Paid Holidays, Paid Vacation
  • Named by Investment News as a 2021 Best Places to Work



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