Client Service Associate

Client Service Associate

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools.

Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools.

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

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

Key Responsibilities:

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

Required Qualifications:

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Demonstrated proficiency in Microsoft Office and strong overall computer skills.
• Strong communication skills with the ability to interact across all levels of the organization.
• Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
• Ability to work independently with minimal supervision.
• Customer service experience.

Preferred Qualifications:

• Relevant experience working in a financial institution or financial services environment.
• Industry-related experience (generally aligned with ~1–5 years based on role leveling range).
• Experience handling problem resolution and escalated issues.
• Experience working in a high-stress or deadline-driven environment.
• FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.

Visa Sponsorship

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).

In-Office Collaboration

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…