Client Support Associate

Client Support Associate

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Remote Type: Hybrid
Locations: Minneapolis, Minnesota; Las Vegas, Nevada; Charlotte, North Carolina
Time Type: Full-time
Posted: 7 days ago
Application End Date: December 18, 2026
Job Requisition ID: R26_3562

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 RiverSource 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

In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience.

Through continuous professional development, you’ll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.

As the Client Support Associate, you’ll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you’ll have the opportunity to move into the Financial Advisor role, where you’ll take on client meetings and help individuals feel confident about their financial future.

Key Responsibilities

• Responsible for client interactions, including converting service calls into sales opportunities from inbound client calls and preparing Financial Advisors for sales presentations and interactions with clients.
• Provide first-call resolution, set up accounts, complete and process paperwork, schedule meetings, execute routine clerical transactions, answer requests for information, field client issues and manage the recovery process.
• Transact and process business on behalf of advisors and product specialists.
• Support the Client Relationship Manager in the financial planning process.
• Gather and document information to ensure compliance requirements are met.
• Serve as a liaison between Product Specialists and Financial Advisors to develop recommendations.
• Engage in ongoing professional development to increase industry, product, sales and servicing skills and abilities.
• Maintain all appropriate FINRA and other required licenses.

Required Qualifications

• High school diploma or GED.
• 1+ years of relevant experience.
• Current FINRA Series 7 license.
• State securities license, Series 63 or Series 66, and state IAR license, Series 65 or Series 66, or willingness to obtain within 90 days.
• Must have or obtain the Minnesota Life, Accident/Health Insurance and Variable Contracts license within 30 days of the hire date.
• Previous experience delivering outstanding client service.
• Detail-oriented, with strong math and analytical skills.
• Good organizational and time-management skills.
• Ability to manage multiple priorities and prioritize effectively.
• Process-oriented and able to work in a team environment.
• Knowledge of financial services products and services.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

Preferred Qualifications

• Bachelor’s degree or equivalent.
• CFP® or CRPC® designation.
• Previous sales experience or exposure preferred.

Compensation & Benefits

• $60,000–$62,000 starting salary.
• Opportunity to earn $60,000–$100,000+ within the first three years through salary and performance-based incentives.
• Tuition reimbursement.
• CFP® certification support.
• Comprehensive benefits package.

Visa Sponsorship

Applicants must have valid work authorization that does not now or in the future require visa sponsorship for employment in the United States, including H-1B, F-1 CPT, F-1 OPT or TN sponsorship.

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 sharing, productivity and personal connection, we deliver for our stakeholders: clients, advisors, employees and shareholders.

Our employees work in the office at least four days per week, with the flexibility to work from home one day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

About This Opportunity

We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.

All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.

Base Pay Salary

The estimated base salary for this role is $60,000–$62,000 per year .

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 bonuses and/or long-term incentives, depending on the role and the team. We also offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time: Full-time
Exempt/Non-Exempt: Non-Exempt
Job Family Group: Sales
Line of Business: AFG Ameriprise Franchise 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.