Full-time jobs in Bowling Green, KY

About the role

Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

What you'll bring

• · Associate (2-year) degree or equivalent.
• · 3-5 years relevant experience required.
• · Demonstrated proficiency in Microsoft Office and strong overall computer skills.
• · Strong communication skills with the ability to interact across all levels of the organization.
• · Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
• · Ability to work independently with minimal supervision.
• · Customer service experience.
• · Relevant experience working in a financial institution or financial services environment.
• · Industry-related experience (generally aligned with ~1–5 years based on role leveling range).
• · Experience handling problem resolution and escalated issues.
• · Experience working in a high-stress or deadline-driven environment.
• · FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.