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Added 41 mins ago
JG
Paraplanner
Jambalaya Group
Little Rock, AR
- $65,000 to $85,000 USD / year
Added 41 mins ago
JG
Client Relationship Manager
Jambalaya Group
Glendale, CA
- $33.65 to $52.88 USD / hour
Added 41 mins ago
JG
Client Service Coordinator
Jambalaya Group
Rochester, MN
- $28 to $38 USD / hour
Added 41 mins ago
JG
Associate Financial Advisor
Jambalaya Group
Bellevue, WA
- $100,000 to $125,000 USD / year
Added 41 mins ago
Investment Operations Assistant
Jambalaya Group
Colchester, VT
Added 41 mins ago
Client Service Specialist
Jambalaya Group
Remote, United States
Added 41 mins ago
JG
Part-Time Client Service & Operations Associate
Jambalaya Group
Bellingham, WA
- $24 to $30 USD / hour
- Part-time
Added 41 mins ago
JG
Part-Time Administrative Assistant
Jambalaya Group
Plymouth, MN
- $21 to $26 USD / hour
- Part-time
Added 41 mins ago
JG
Client Service Specialist
Jambalaya Group
Dunedin, FL
- $29 to $34 USD / hour
Added 41 mins ago
JG
Paraplanner
Jambalaya Group
Arcadia, CA
- $38 to $46 USD / hour
Added 41 mins ago
JG
Client Relationship Coordinator
Jambalaya Group
Arcadia, CA
- $31 to $38 USD / hour
Added 41 mins ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Louisville, KY
Added 41 mins ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Dayton, OH
Added 41 mins ago
Senior Wealth Management Associate / Concierge Team Lead
Jambalaya Group
Tucson, AZ
Added 41 mins ago
Client Service Specialist (Advisor Assistant)
Jambalaya Group
Louisville, KY
Added 41 mins ago
Client Service Specialist (Advisor Assistant)
Jambalaya Group
Dayton, OH
Added 41 mins ago
Client Service Specialist (Advisor Assistant)
Jambalaya Group
Tucson, AZ
Added 41 mins ago
Director of Advisor Development
Jambalaya Group
Louisville, KY
Added 41 mins ago
Director of Advisor Development
Jambalaya Group
Dayton, OH
Added 41 mins ago
Director of Advisor Development
Jambalaya Group
Tucson, AZ
Added 41 mins ago
JG
Paraplanner
Jambalaya Group
Dayton, OH
- $65,000 to $85,000 USD / year
Added 41 mins ago
JG
Paraplanner
Jambalaya Group
Louisville, KY
- $65,000 to $85,000 USD / year
Added 41 mins ago
JG
Paraplanner
Jambalaya Group
Tucson, AZ
- $65,000 to $85,000 USD / year
Added 41 mins ago
Client Service Specialist
Jambalaya Group
NY · New York, NY
Added 41 mins ago
JG
Client Service Coordinator
Jambalaya Group
Edmonds, WA
- $25 to $27 USD / hour

Jambalaya Group

Client Service Associate

Remote, United States

$65,000 to $75,000 USD / year

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Job details

Pay: $65,000 to $75,000 USD / year
Experience: 4-5 years of experience in financial services operations.
Posting language: English
Posted: Oct 19, 2026

Original job description

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.

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:

4-5 years of 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.

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.

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