We are a dynamic and growing franchise practice of Ameriprise Financial serving over 200 households. We pride ourselves on delivering a high-touch, detail-driven client experience and are looking for someone who shares that commitment.
As one of the leading names in the industry, we offer comprehensive financial planning and investment management services. Located just off the 405 at the Howard Hughes Center, in Los Angeles, we are a well-established practice known for our commitment to excellence and professionalism.
Position Overview:
This role is a central part of our operations and client experience. You will manage day-to-day office functions, support client relationships, and ensure our clients receive exceptional service at every touchpoint.
This is a great opportunity for someone looking to build a career in financial services and take on increasing responsibility over time.
Key Responsibilities
Client Service & Meeting Execution
- Own meeting preparation across 10+ meetings per week
- Generate reports and organize all client materials
- Prepare applications, forms, and documentation accurately
- Launch and support virtual meetings (Teams)
Client Relationship Support
- Conduct follow-up calls and proactive client check-ins
- Support ongoing relationship management initiatives
- Deliver a high-touch, professional client experience
Office & Administrative Operations
- Manage calendars, scheduling, and logistics
- Answer phones and act as first point of contact
- Greet and assist clients in-office
- Handle incoming mail and document processing
Marketing & Client Experience
- Coordinate birthday cards and personalized touches
- Research, prepare, and ship client gifts
- Plan and support client appreciation events
What We’re Looking For
Core Traits
- Extreme ownership mentality—you see things through to completion
- Attention to detail at a very high level
- Strong service mindset with pride in client experience
- Self-starter who does not require constant direction
- Ability to connect tasks to the bigger picture
Required Skills
- Strong written and verbal communication
- Professional presentation and client-facing confidence
- Proficiency in Microsoft Word and Excel
- Tech-savvy; able to adopt tools quickly
- Ability to use AI tools (Copilot or similar) to improve workflow efficiency
- Clear, neat handwriting for client-facing materials
Nice to Have
- Financial industry experience
- FINRA licenses (Series 7, etc.) or insurance licenses
Work Culture & Expectations
- High standards of quality and accountability
- Performance-driven flexibility (earned, not assumed)
- Independent problem-solving mindset
- Commitment to continuous improvement
Compensation & Growth
- $60,000-$70,000 based on experience
- Career growth into senior operations or client service roles
- Exposure to financial planning and advisory work
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Tuition reimbursement
Compensation Package:
- Profit sharing
- Yearly bonus
Application Question(s):
- Required to be considered: On a scale of 1-10, 10 being the best, what is your confidence and skillset with technology - both CRM software and Microsoft Office?
- What is your experience in the customer service, and how comfortable are you managing client relationships, using a contact management system, and paying attention to detail? Please provide 1-2 sentences to be considered for this position.
Ability to Commute:
- Los Angeles, CA 90045 (Required)
Work Location: Hybrid remote in Los Angeles, CA 90045
