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. Key Responsibilities Client Service & Relationship Support 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 Money Movement, Trading & Transaction Support 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 Team & Advisor Support 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 Financial Planning & Education Support 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 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. What We Offer 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 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 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/Part Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group #J-18808-Ljbffr Sterling Engineering, Inc.