About Our Company
We re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement (as of year-end 2024). Our team of 22,000 employees across 19 countries serves over 3.5 million clients including individuals, small businesses, and institutions.
We are a leader in financial planning and advice, a global asset manager, and an insurer. Our strong financial foundation connects our businesses Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities enabling us to build meaningful careers and deliver impact globally.
Job Description
Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, supporting client interactions, and enhancing client relationships.
You will play a key role in delivering a personalized client experience, leveraging analytical skills, and contributing to business growth through strong service and execution.
Key Responsibilities
- Support advisors with financial planning, investment research, and trade execution
- Prepare and coordinate client meetings, agendas, and follow-ups
- Manage new business documentation and ensure timely submission
- Coordinate marketing events and handle vendor communications
- Perform administrative duties including correspondence, expense processing, and document management
Required Qualifications
- Bachelor s degree or equivalent
- 3 5 years of relevant experience
- Series 7 license or ability to obtain within 150 days
- S63 or S66 registration or ability to obtain within 150 days
- Experience in a client service environment
- Strong analytical, organizational, and time management skills
- Ability to manage multiple priorities independently
- Strong communication and teamwork skills
- Proficiency in computer and software tools
Preferred Qualifications
- S65 or S66 (IAR registration)
- Life, Accident & Health and Variable Contracts licenses
have valid U.S. work authorization and should not require visa sponsorship now or in the future.
In-Office Collaboration
This role requires 5 days per week in-office, supporting a highly collaborative, client-focused environment.
Compensation
- Hourly Rate: $31.53 $38.50/hour
- Additional variable compensation (bonincentives)
- Comprehensive benefits including 401(k), health, dental, life insurance, and paid time off
Job Details
- Employment Type: Full-Time
- Exempt Status: Non-Exempt
- Job Family: Business Support & Operations
- Business Line: AAG Ameriprise Advisor Group
- Requisition Number: R25_
Diversity & Inclusion
Ameriprise Financial is an equal opportunity employer committed to fostering an inclusive and accessible workplace for all employees.
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