FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or EST) and focuses on meeting preparation, follow-ups, business processing, trades, and transactions. The ideal candidate will have experience in financial services operations and either hold the necessary licenses or be willing to obtain them within six months. This position offers growth opportunities within the practice, including becoming a client facing advisor.
Requirements
Key Responsibilities
Meeting Preparation &
Follow-Up - Ensure all pre- and post-meeting tasks are completed, including agenda creation, note-taking, and action item tracking
Business Processing - Manage and oversee operational workflows, ensuring efficiency and accuracy in all client transactions
Trades &
Transactions - Support and process trades, ensuring compliance with regulatory requirements and company policies
Compliance &
Licensing - Maintain regulatory compliance, completing or obtaining required licenses within six months if not already licensed
Client &
Team Support - Collaborate with internal teams to optimize operational processes and enhance client service
Qualifications &
Skills:
Experience in financial services operations
Strong organizational skills with an ability to manage multiple tasks and deadlines
Excellent communication and follow-through on action items
Familiarity with financial transactions, trading, and compliance requirements
Required licenses (series 7, 66, Life and Health) or willingness to obtain them within six months
Tech-savvy with experience in CRM systems, financial platforms, and remote collaboration tools
Benefits
What We Offer
Remote work with an expectation to work Eastern Time Zone hours
Competitive compensation: $65,000-$75,000 per year
Comprehensive benefits, including health coverage and 401K with a match
Paid time off (PTO) and paid holidays
Professional development opportunities and licensing support
If you thrive in a structured yet dynamic environment and are passionate about operational excellence in financial services, we'd love to hear from you!
Apply today to join our team by submitting your resume and cover letter.