Registered Client Service Associate
$64.1k - $88.1kRiverSource Life Insurance Company
- # Registered Client Service AssociateApply: On-Site: Florham Park, New Jersey: Full time: Posted Today: End Date: October 23, 2026 (27 days left to apply): R26\\_3829**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**Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!**Key Responsibilities*** Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.* Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.* Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.* Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.* Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy 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* 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* Experience working in a client service environment.* Detail orientated, strong math, and analytical skills. Good organization and time management skills.* Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.* Able to communicate with all levels within the organization. Process oriented and can work with a team.* Strong computer and software skills.Visa SponsorshipApplicants 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 CollaborationWe 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 (4) days per week, with flexibility to work from home one (1) day per week. Some rolesmay require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.**Base Pay Salary**The estimated base salary for this role is $64,100 - $88,100 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 bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.**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.*
- J-18808-Ljbffr RiverSource Life Insurance Company
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Registered Client Service Associate in Florham Park, NJ vacancy
$50k - $70k
Hennion & Walsh is seeking motivated and detail‑oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series 7 and Series 63 licenses and are looking to build a long‑...SuggestedWork at office- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area
$60k - $65k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Description Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Florham Park, NJ branch office. The...Suggested- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions...SuggestedPermanent employmentImmediate startShift work
- ...Summit Financial LLC is a $30 billion Registered Investment Advisory (RIA) firm that... ...financial planning and wealth management services to high-net-worth individuals for... ...Summit is looking to add a Transition Client Service Associate to support new advisors transitioning...SuggestedFull timeWork at office
Summit Financial
Parsippany, NJ3 days ago - ...About the Firm A boutique Registered Investment Advisor serving as a multi-client family office dedicated to providing... ...ourselves on delivering white-glove service, sophisticated alternative... ...experienced Senior Client Service Associate (SCSA) to lead client operations...Full timeWork at office
Summit Financial
Parsippany, NJ13 hours ago - Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a client...
- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...
- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...
- ...Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing... ...strategies. Our commitment to our clients is matched only by our dedication to our... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael...Full timeContract workWork at office
- ...growing, pioneering financial services firm that invests heavily in... ...offering an array of services, clients can receive tailored... ...Position: The Client Service Associate is a key role that ensures excellence... ...firms were required to be a registered investment advisor (RIA) that...Full timeTemporary workPart timeRemote workFlexible hours
Merit Financial Advisors
Livingston, NJ27 days ago $32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services products...- ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors...Full time
OnePoint BFG Wealth Partners
Parsippany, NJ13 hours ago - Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$50k - $53k
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding... ...equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations...Full time$75k - $85k
...Job Description Job Description Description: The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and...Hourly payFull timeWork at office$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental, Life, Medical, Paid Time Off, Retirement, Vision Compensation ~$50,000 to $60,000 per year Location : Short...Full timeTemporary workWork at officeRemote workWork from homeWeekend workSummit Prep LLC
Short Hills, NJ3 days ago$49.5k - $77k
...? This role is perfect for experienced professionals with 3+ years in a Registered Client Associate position and active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment. Here, you’ll be more than just...Full timeFlexible hours$16 per hour
...task and loves a fast paced environment Enthusiastically greet all guests, staff, and every dog that uses or is interested in our services. Answer Pet Parent questions over the phone and in person, conduct tours and explain benefits of dog daycare, and enthusiastically...Seasonal workMonday to FridayFlexible hoursShift work- ...Description If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at J.P. Morgan, you will be responsible for fostering, improving...Full timeWork at office
- ...Registered Wealth Management Client Associate Summit, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Summit, NJ5 days ago $44k - $72k
...part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset...Full timeFlexible hours- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
$77k - $202k
...Description & SummaryThe OpportunityAs an HCP Engagements - Managed Services - Health PLS, Senior Associate you will support risk and compliance work within our Business & Supply Chain Operations practice, helping clients navigate regulatory requirements and strengthen internal...Full timeH1bPwC
Florham Park, NJ4 days ago$75k - $95k
...word, excel, teams Excellent verbal ans communication skills Excellent organizational skills Key Responsibilities Client Service & Relationship Management 1. Serve as primary point of contact for incoming client calls 2. Professinally handle client...Black Brook Wealth Advisors
Parsippany, NJ3 days ago$75k - $95k
...\n Excellent verbal ans communication skills \n Excellent organizational skills \n \n Key Responsibilities \n \n Client Service & Relationship Management \n 1. Serve as primary point of contact for incoming client calls \n 2. Professinally handle client...Black Brook Wealth Advisors
Parsippany, NJ5 days ago- Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and maintain accurate profile data...
- ...Client Associate Location: Livingston, NJ | Newport Beach, CA | Scottsdale, AZ Overview The Client Associate will play a pivotal... ...stakeholders to provide seamless operations and exceptional service for Clients. This role is instrumental in maintaining strong...Flexible hours
- ...We're Hiring: Associate Attorneys | Parsippany, NJ Weiner Law Group LLP is growing, and we're looking to add talented attorneys... ...we have built a reputation for excellence through exceptional client service, collaboration, and a commitment to delivering innovative legal...Full time
Weiner Law Group LLP
Parsippany, NJ1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Registered Client Service Associate. Be the first to apply!
Related searches
- nutrition services aide Florham Park, NJ
- service worker Florham Park, NJ
- services specialist Florham Park, NJ
- environmental service worker Florham Park, NJ
- family services specialist Florham Park, NJ
- food service officer Florham Park, NJ
- court services officer Florham Park, NJ
- environmental services attendant Florham Park, NJ
- service consultant Florham Park, NJ
- information technology and services consultant Florham Park, NJ