Paraplanner - Client Service Associate Paraplanner - Client Service Associate …

Ameriprise Financial, Inc.
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Paraplanner - Client Service Associate
Job Description

Position Summary:
Ameriprise-San Diego, CA-As a Paraplanner on the Client Services team, you will directly support the daily business operations of a growing Private Wealth Advisory practice based in San Diego through systems management, direct client service, and collaborative projects. All projects assigned will help drive practice growth and foster a vibrant, immersive client experience to high net-worth families, individuals, and organizations.

With an enthusiastic yet methodical approach to project management, client service, and business processing, you seamlessly and strategically engage with both the client-facing sector of the business and the technical components of private wealth management and financial planning.

What you'll do:
• Analyze client base for opportunities and track incoming assets and investments
• Manage client onboarding and ongoing client service
• Pre-meeting project management and post-meeting project management
• Create and analyze applications and process new business
• Assist team in managing office facilities
• Serve as the key point of contact for licensed client support through e-mail, phone, and in-person visits
• Collaborate with Client Service Team on growth-oriented projects
• Maintain systems, compliance, and business metric reporting
• Ad hoc projects as assigned by PCFP Partners

Where you'll go:
• Ability to continue licensing training and/or professional designation programs
• Opportunities for career advancement in management or advisory roles


How you'll be effective:
  • Your interpersonal skills are excellent and refined
  • Demonstrated ability to multi-task in a fast-paced environment
  • Dynamic and capable of adjusting to changing deadlines
  • Proficient in MS Office Suite and demonstrated ability to learn new applications
  • Experience in Salesforce (preferred)
  • Commitment to adhere to rules and regulations as stated and required by practice and Ameriprise
  • Sincere willingness to constantly learn and grow
  • Achievement oriented-willing to take on the challenge and problem-solve through completion

Required Qualifications

Education and Other Designations:
  • 2-4 years of professional office experience preferred
  • 1-2 years of financial planning and investment office experience highly preferred
  • Preferred, but not required: Have or be able to obtain federal and state licenses and registrations for securities, including: Series 7, Series 66, and State Life, Accident and Health insurance licenses within 1 year of hiring.
What we offer:
  • Full-time employee benefits include:
    • Medical and dental insurance options
    • Retirement plan and matching
    • Bonus pay
    • Licensing costs covered
  • $50,000 - $65,000
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