Registered Client Service Associate - Services - Leawood, KS

Registered Client Service Associate (CSA)

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.

We are seeking a highly motivated and detail oriented Registered Client Service Associate (CSA) to join our growing Ameriprise Financial team. This role is a key part of our client experience and daily operations, with a strong focus on money movement, trading and transaction management, client service support, and advisor team coordination. The ideal candidate thrives in a fast paced, team oriented environment and enjoys working directly with clients while supporting a sophisticated wealth management and financial planning practice.

• Serve as a primary point of contact for client service requests via phone, email, and in-person interactions
• Provide clear, professional, and timely communication to clients with diverse financial needs and backgrounds
• Support clients with common service needs, including distributions, contributions, account maintenance, and documentation
• Assist with Required Minimum Distributions (RMDs), including setup, processing, and client education
• Process money movement requests accurately and efficiently, including ACHs, wires, checks, and journal transfers
• Support trading, rebalancing, and transaction management in coordination with advisors and centralized trading teams
• Ensure all transactions meet firm policies, regulatory requirements, and internal risk controls
• Monitor transaction status and follow through to completion
• Collaborate closely with advisors, planners, and fellow team members across investment management and financial planning
• Support a growing and specialized team by managing workflows, priorities, and deadlines
• Maintain accurate client records and documentation within Ameriprise systems
• Assist with preparation for client meetings and ongoing service follow-ups
• Provide basic education and support around financial planning concepts as appropriate
• Help gather and organize client information to support planning and analysis
• Adapt communication style to meet the needs of different clients, from simple service requests to more complex planning conversations

• Bachelors degree or equivalent.
• 3 - 5 years relevant experience required.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• Experience working in a client service environment.
• Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
• Able to communicate with all levels within the organization. Process oriented and can work with a team.
• Strong computer and software skills.

• State IAR registration (S65 or S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

• Opportunity to be part of a growing, collaborative Ameriprise practice
• Meaningful client interaction and long-term relationship building
• Exposure to investment management, financial planning, and advanced service needs
• Supportive team culture with opportunities for professional development
• Competitive compensation and benefits, aligned with experience
• Participation in team revenue cut-ins, allowing compensation to grow alongside the practice

Applicants must have a valid work authorization that does not now, or in the…