Client Support Associate - Las Vegas

Job Description

In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you’ll build the skills and behaviors that drive long‑term success, supported by technology‑enabled learning and a culture committed to helping advisors grow with confidence.

As the Client Support Associate, you’ll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you’ll have the opportunity to move into the Financial Advisor role, where you’ll take on client meetings and help individuals feel confident about their financial future.

• Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients.
• First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fielding client issues, and managing the recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gather and document information to ensure compliance requirements are met.
• Liaison between Product Specialists and Client Relationship Managers to develop product recommendations.
• Engage in ongoing professional development to increase industry, product, sales, and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.

• High school or GED.
• 1+ years of relevant experience.
• Current FINRA Series 7.
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days).
• Must have or obtain Minnesota Life, Accident/Health Insurance and Variable Contracts license within 30 days of hire date.
• Previous experience delivering outstanding client service.
• Detail oriented, strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and prioritize effectively.
• Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

• Bachelor’s degree or equivalent.
• CFP, CRPC.
• Previous sales experience or exposure preferred.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN).

We are a client‑centric, relationship‑based business. Working together, in‑person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.

Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.

Full time

Non‑Exempt

Sales

AFG Ameriprise Franchise Group

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.