Client Service Paraplanner
COMFORT SYSTEMS, Houston, TX, United States
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
About the Firm
We are a high-performing, close-knit wealth management firm located in the Greater Houston area, serving successful individuals and families. Our team values precision, strong client relationships, and thoughtful planning. We operate in a fast-paced, collaborative environment where attention to detail and professionalism matter deeply, and where team members are supported, trusted, and respected.
Role Overview
The Client Service Paraplanner plays a critical role in supporting advisors and delivering high-quality client experience in a fast-paced wealth management environment. This position partners closely with advisors to prepare for client meetings, manage client communication, and ensure accuracy across client records, reporting, and follow-through.
Approximately 60% or more of time is spent communicating directly with clients via phone and email.
The ideal candidate is highly organized, proactive, and client-focused — someone who understands that preparation, precision, and follow-through directly impact client trust and advisor effectiveness.
What You Will Do
Client & Advisor Support
Prepare for client meetings by summarizing notes, emails, calls, and relevant financial data
Review and prepare investment and account reports for client meetings
Take detailed notes during meetings and prepare clear, professional summary letters
Make outbound calls and emails to service existing clients and address routine requests
Answer client questions via phone and email, researching and resolving issues as needed
Confirm transactions with clients and ensure proper documentation and follow-through
Assist clients with money movement requests and other account-related transactions
Operations & Workflow Management
Execute client-related projects and follow-related work through completion
Manage advisor calendars and assist with meeting coordination
Use CRM systems to maintain accurate client records and document all client interactions
Communicate with clients regarding outstanding items, new business, and next steps
Review and update client information in preparation for review meetings
Ensure tasks are initiated, tracked, and completed accurately and on time
What You Bring
Strong analytical skills and clear, professional written and verbal communication
Exceptional attention to detail and organizational skills
Strong sense of ownership with the ability to work quickly and accurately
Positive attitude and genuine desire to learn, grow, and take on responsibility
Ability to build strong working relationships with both clients and internal partners
Experience, Knowledge & Credentials
3+ of experience in a personal financial advisory, sales support, or client service role
Associate’s degree required
Series 7 license required
Series 66 (or 63/65) and Group 1 licenses preferred; required to obtain within 3 months of starting
High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Salesforce or CRM experience preferred
Compensation & Benefits
Genuine Work/Life Balance
We offer a supportive work environment that promotes a healthy balance between professional responsibilities and personal time.
Collaborative & Positive Team Culture
Join a close-knit, supportive team of motivated professionals who work together to achieve shared goals and maintain a positive, engaging environment.
Growth & Advancement Opportunities
Your career development is important to us. As you contribute to the team’s success, you’ll have opportunities to take on greater responsibility and advance within the firm.
Autonomy and Responsibility
Enjoy the freedom to manage your role with confidence and independence while being part of a team that supports your decisions and growth.
Professional Development & Learning
We offer a range of training programs and continuing education opportunities to help you enhance your skills and knowledge, keeping you at the forefront of the financial industry.
Comprehensive Compensation & Benefits
Salary Range
We offer a competitive salary range starting at $70,000 to $85,000 per year, based on experience and qualifications.
Retirement & Financial Security
Our company offers a robust benefits package designed to support your financial and health needs.
We provide a 401(k) plan with employer contributions up to 3%, ensuring you can build a secure retirement.
Our comprehensive health and insurance benefits include employer contributions towards premiums for health, dental, and vision insurance, covering both individuals and families. If you opt for a high deductible plan, we also contribute to your Health Savings Account (HSA).
Additionally, we offer life insurance coverage of $50,000, fully covered by the company, to provide peace of mind for you and your loved ones.
Generous Paid Time Off
Enjoy 8 paid holidays and at least 13 PTO days each year, with the opportunity to earn more based on your years of service.
Additionally, our Volunteer Time Off program encourages you to give back to communities in need.
Additional Perks
Enjoy the convenience of paid parking and mileage reimbursement when needed.
Get ready for quarterly team volunteering and social events that bring us together and make a difference.
Plus, look forward to an exciting team trip every other year, creating unforgettable memories and strengthening our bonds!
Why Join Us
You’ll be part of a supportive and collaborative team that values dedication, continuous learning, and personal growth. If you’re excited to bring your skills and enthusiasm to a firm that is deeply committed to its clients and team, we’d love to hear from you.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
#J-18808-Ljbffr
This position is with an Ameriprise Financial Franchise owner.
Job Description
About the Firm
We are a high-performing, close-knit wealth management firm located in the Greater Houston area, serving successful individuals and families. Our team values precision, strong client relationships, and thoughtful planning. We operate in a fast-paced, collaborative environment where attention to detail and professionalism matter deeply, and where team members are supported, trusted, and respected.
Role Overview
The Client Service Paraplanner plays a critical role in supporting advisors and delivering high-quality client experience in a fast-paced wealth management environment. This position partners closely with advisors to prepare for client meetings, manage client communication, and ensure accuracy across client records, reporting, and follow-through.
Approximately 60% or more of time is spent communicating directly with clients via phone and email.
The ideal candidate is highly organized, proactive, and client-focused — someone who understands that preparation, precision, and follow-through directly impact client trust and advisor effectiveness.
What You Will Do
Client & Advisor Support
Prepare for client meetings by summarizing notes, emails, calls, and relevant financial data
Review and prepare investment and account reports for client meetings
Take detailed notes during meetings and prepare clear, professional summary letters
Make outbound calls and emails to service existing clients and address routine requests
Answer client questions via phone and email, researching and resolving issues as needed
Confirm transactions with clients and ensure proper documentation and follow-through
Assist clients with money movement requests and other account-related transactions
Operations & Workflow Management
Execute client-related projects and follow-related work through completion
Manage advisor calendars and assist with meeting coordination
Use CRM systems to maintain accurate client records and document all client interactions
Communicate with clients regarding outstanding items, new business, and next steps
Review and update client information in preparation for review meetings
Ensure tasks are initiated, tracked, and completed accurately and on time
What You Bring
Strong analytical skills and clear, professional written and verbal communication
Exceptional attention to detail and organizational skills
Strong sense of ownership with the ability to work quickly and accurately
Positive attitude and genuine desire to learn, grow, and take on responsibility
Ability to build strong working relationships with both clients and internal partners
Experience, Knowledge & Credentials
3+ of experience in a personal financial advisory, sales support, or client service role
Associate’s degree required
Series 7 license required
Series 66 (or 63/65) and Group 1 licenses preferred; required to obtain within 3 months of starting
High proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
Salesforce or CRM experience preferred
Compensation & Benefits
Genuine Work/Life Balance
We offer a supportive work environment that promotes a healthy balance between professional responsibilities and personal time.
Collaborative & Positive Team Culture
Join a close-knit, supportive team of motivated professionals who work together to achieve shared goals and maintain a positive, engaging environment.
Growth & Advancement Opportunities
Your career development is important to us. As you contribute to the team’s success, you’ll have opportunities to take on greater responsibility and advance within the firm.
Autonomy and Responsibility
Enjoy the freedom to manage your role with confidence and independence while being part of a team that supports your decisions and growth.
Professional Development & Learning
We offer a range of training programs and continuing education opportunities to help you enhance your skills and knowledge, keeping you at the forefront of the financial industry.
Comprehensive Compensation & Benefits
Salary Range
We offer a competitive salary range starting at $70,000 to $85,000 per year, based on experience and qualifications.
Retirement & Financial Security
Our company offers a robust benefits package designed to support your financial and health needs.
We provide a 401(k) plan with employer contributions up to 3%, ensuring you can build a secure retirement.
Our comprehensive health and insurance benefits include employer contributions towards premiums for health, dental, and vision insurance, covering both individuals and families. If you opt for a high deductible plan, we also contribute to your Health Savings Account (HSA).
Additionally, we offer life insurance coverage of $50,000, fully covered by the company, to provide peace of mind for you and your loved ones.
Generous Paid Time Off
Enjoy 8 paid holidays and at least 13 PTO days each year, with the opportunity to earn more based on your years of service.
Additionally, our Volunteer Time Off program encourages you to give back to communities in need.
Additional Perks
Enjoy the convenience of paid parking and mileage reimbursement when needed.
Get ready for quarterly team volunteering and social events that bring us together and make a difference.
Plus, look forward to an exciting team trip every other year, creating unforgettable memories and strengthening our bonds!
Why Join Us
You’ll be part of a supportive and collaborative team that values dedication, continuous learning, and personal growth. If you’re excited to bring your skills and enthusiasm to a firm that is deeply committed to its clients and team, we’d love to hear from you.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
#J-18808-Ljbffr