# Client Service Associate

> Jambalaya Group · New York, United States (Remote) · — · Posted 2026-10-19

**Workplace:** remote

**Department:** Kim

## 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.

## 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.**

## Apply

[Apply at Jambalaya Group](https://apply.workable.com/jambalaya-group/j/2FAC0763BA/apply)

---
Powered by [Workable](https://www.workable.com)