Commissioning Client Manager

We are seeking a highly motivated and detail oriented Registered Client Service Associate (CSA) to join our growing Ameriprise Financial team. This role is a key part of our client experience and daily operations, with a strong focus on money movement, trading and transaction management, client service support, and advisor team coordination.

• Serve as a primary point of contact for client service requests via phone, email, and in‑person interactions

• Provide clear, professional, and timely communication to clients with diverse financial needs and backgrounds

• Support clients with common service needs, including distributions, contributions, account maintenance, and documentation

• Assist with Required Minimum Distributions (RMDs), including setup, processing, and client education

• Process money movement requests accurately and efficiently, including ACHs, wires, checks, and journal transfers

• Support trading, rebalancing, and transaction management in coordination with advisors and centralized trading teams

• Ensure all transactions meet firm policies, regulatory requirements, and internal risk controls

• Monitor transaction status and follow through to completion

• Collaborate closely with advisors, planners, and fellow team members across investment management and financial planning

• Support a growing and specialized team by managing workflows, priorities, and deadlines

• Maintain accurate client records and documentation within Ameriprise systems

• Assist with preparation for client meetings and ongoing service follow‑ups

• Provide basic education and support around financial planning concepts as appropriate

• Help gather and organize client information to support planning and analysis

• Adapt communication style to meet the needs of different clients, from simple service requests to more complex planning conversations

• 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.

• 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.

• Opportunity to be part of a growing, collaborative Ameriprise practice

• Meaningful client interaction and long‑term relationship building

• Exposure to investment management, financial planning, and advanced service needs

• Supportive team culture with opportunities for professional development

• Competitive compensation and benefits, aligned with experience

• Participation in team revenue cut‑ins, allowing compensation to grow alongside the practice

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. Employees in this role work in the office five (5) days per week.

Full time

Non-Exempt

Business Support & Operations

AAG Ameriprise Advisor Group