Client Service Associate/Paraplanner
- Merced, CA
- $20.00-26.00 per hour
- Permanent
- Full-time
Location: Merced, CA – In-Office PositionNon-Exempt positionAbout Us
We are a growing Ameriprise Financial practice committed to delivering exceptional client service and advice. Our team is expanding and we are seeking a detail-oriented, client-focused Client Service Associate to join us in a full-time, in-office role.Position Overview
In this role, you will provide essential operational and administrative support to our advisors, ensuring a seamless client experience. This position offers the opportunity to work closely with clients, develop deep product and process knowledge, and work toward becoming fully licensed (Series 7, 66, Life & Health).Key Responsibilities
- Prepare for client meetings, including compiling reports and follow-up materials.
- Draft and send client communications, including follow-up emails and documentation.
- Answer and route phone calls, provide prompt responses to client inquiries.
- Process trades and transactions (solicited trades require advisor approval if unlicensed).
- Assist with account openings, money movement, and form preparation.
- Maintain accurate client records in CRM and manage eMeeting scheduling.
- Support advisors in ongoing client relationship management.
- Collaborate with team members to ensure operational efficiency.
- Prior financial services experience preferred; Ameriprise practice experience a plus.
- Strong organizational skills and high attention to detail.
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office (Word, Excel, Outlook); Salesforce experience preferred.
- Ability to manage multiple priorities in a fast-paced environment.
- Commitment to client confidentiality and professional ethics.
- Licensing (Series 7, 66, Life & Health) a plus but not required—must be willing and able to obtain licenses.
- $20 - $26 per hour, based on experience.
- Licensing and professional development support.
- Paid time off and benefits package (medical & retirement plans).
- Opportunity for career growth within an expanding practice.
- Full-time, in-office role (no remote work).
- Collaborative, team-oriented environment.
- Direct interaction with clients and advisors.
Please send your resume and a brief cover letter outlining your qualifications.Steve Teranishi is an equal opportunity employer and welcomes applicants from all backgrounds.