Registered Client Service Associate

Job Description

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and managing client interactions to retain and develop deeper relationships.

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

• Assist advisor in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor and providing vital follow‑up.
• Prepare and ensure new business paperwork is successfully submitted, which includes 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, which includes 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 files, copying and new business correspondence, and issuing alerts.

• Bachelor's 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 able to 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.

We are 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.

Full Time

Non‑Exempt

Job Family Group Business Support & Operations

Line of Business AAG Ameriprise Advisor Group