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 & Annuities – fostering meaningful careers, investing in the future and making a difference for clients, institutions and communities around the world.

• Assist advisor 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, creating meeting agendas and summaries, escorting clients to advisor and providing essential follow‑up.
• Prepare and ensure new business paperwork is submitted in good order, including preparing forms, obtaining appropriate signatures, preparing documentation to send to home office, tracking new insurance applications, and coordinating rollovers.
• Prepare for and coordinate marketing events, including creating 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 closes, setting up client files, copying and new business correspondence and alerts.

• Associate (2‑year) degree or equivalent.
• 3‑5 years of relevant experience working in a client service environment.
• Detail‑oriented with strong math and analytical skills.
• Good organization, time‑management and priority‑setting skills.
• Ability to manage multiple priorities, work independently with minimal supervision, and communicate with all levels within the organization.
• Process‑oriented and able to work within a team.
• Strong computer and software skills.

• Bachelor’s degree or equivalent.

Full Time/Part Time (Full time Exempt/Non‑Exempt)

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.