Registered Client Service Associate

Registered Client Service Associate page is loaded## Registered Client Service Associate remote type:
On-Site locations:
West Des Moines, Iowatime type:
Full time posted on:
Posted Yesterday time left to apply:
End Date:
November 30, 2026 (30+ days left to apply) job requisition : R26 _2475
** 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.
** Job Description
***
* Key Responsibilities:

*** Assist advisor(s) 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, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
* Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
* Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
* Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
*
* Required Qualifications:

*** Bachelors 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 can work with a team.
* Strong computer and software skills.
*
* Preferred Qualifications:

*** 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.
** Full-Time/Part-Time
** Full time
** Exempt/Non-Exempt
** Non-Exempt
** Job Family Group
** Business Support & Operations
** Line of Business
** AAG Ameriprise Advisor 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.
* Yes, you can check the status of your submitted application. To do so, you will need to log into the with your username and password.

Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.