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 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.

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 advisor 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 the contact manager, building the agenda and summary of the meetings, escorting clients to the 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 the 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 alerts.

• Bachelor’s degree or equivalent.
• 3 – 5 years of relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain within 150 days.
• 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.
• 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 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.
• Series 7 or ability to obtain within 150 days.

Base Salary Range:
The estimated hourly rate for this role is $32.21 – $44.27 per hour. We have a pay‑for‑performance compensation philosophy. Your initial total compensation may vary based on job‑related knowledge, skills, experience and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions and/or long‑term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all…