Registered 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 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 River Source 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.