Client Service Associate

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 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Do you have experience in the financial services industry and want to advance your career with an industry‑leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools.

Activities may include servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisors, you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including understanding firm policies, procedures and digital tools.

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and enjoy creating a positive impact on client experience, we invite you to apply to join our team today.

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support – it’s all about helping you effectively develop to reach your full potential.

• Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summarizing meetings, escorting clients to advisor meetings, and providing essential follow‑up.
• Ensure new business paperwork is submitted efficiently, including preparing forms, obtaining appropriate signatures, and coordinating rollovers.
• Coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closings, setting up client documents, and new business correspondence and alerts.

• Associate (2‑year) degree or equivalent.
• 3–5 years of relevant experience.
• Experience working in a client service environment.
• Detail‑oriented, strong math and analytical skills. Good organization and time‑management skills.
• Ability to manage multiple priorities and prioritize effectively, and to work independently with minimal direct supervision.
• Strong computer and software skills.

• Bachelor’s degree or equivalent.

The estimated base salary for this role is $54,400–$74,800 per year. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well‑being, including but not limited to vacation time, sick…