Client Service Associate

Client Service Associate

Studio Wealth Advisory Group – Ameriprise Financial | Rockford, IL

Are you ready to make a meaningful impact as the welcoming face and voice of a growing financial practice? Studio Wealth Advisory Group , an Ameriprise Financial practice in Rockford, IL, is seeking a personable and detail-oriented Client Service Associate to join our team.

In this role, you’ll be the first point of contact for our clients—managing calls, scheduling meetings, and ensuring each client’s experience is professional and seamless.

This is an excellent opportunity for someone who is organized, dependable, and passionate about providing exceptional client service.

The right candidate will also have the opportunity to grow into a client service or planning support role over time.

• Client
  
  Experience:
  
  Serve as the first face and voice of the practice—greet clients, answer phones, and manage emails with professionalism and warmth.
• Scheduling & Communication:
  Oversee client scheduling, confirmations, and reschedules, email, and phone.
• Administrative Support:
  Maintain office hospitality, supplies, and overall organization.
• Accuracy & Follow-Through:
  Ensure all scheduling and communications are handled promptly and precisely.
• Team
  
  Collaboration:
  
  Support advisors and staff with administrative projects and client coordination.

• Education:
  
  Associate’s degree or higher preferred; open to recent college graduates.
• Experience:
  
  Minimum 2 years in an administrative, front desk, or client service role.
• Skills:
  
  Strong organizational skills, attention to detail, and professional communication.
• Technical Proficiency:
  Comfortable with Microsoft Office, email, texting, and phone systems.
• Mindset:
  Friendly, dependable, proactive, and client-focused.

• Classification:
  Non-exempt position.
• Hourly Rate: $22–$24 per hour, commensurate with experience.
• Paid Time Off:
  Liberal PTO policy plus all market closures and half-day schedules.
• Retirement Plan: 401(k) available through Employee Share.
• Health Coverage:
  Employer covers two-thirds of medical premiums.
• Insurance:
  Life and disability insurance included.
• Schedule:
  
  Full-time (39 hours per week).
• Monday–Thursday: 8:15 a.m.–5:00 p.m.;
  Friday, 8:30 a.m.–3:00 p.m.
• Includes a 30-minute lunch each day.

Studio Wealth Advisory Group is an Ameriprise Financial practice dedicated to providing personalized, holistic financial guidance to help clients achieve clarity and confidence in their financial lives.

Our team culture is collaborative, supportive, and rooted in delivering exceptional client experience.

Studio Wealth Advisory Group is an equal opportunity employer and welcomes applicants from all backgrounds.