Registered Client Service Associate

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? As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships. You will help our clients receive a personalized experience every step of the way. 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 a contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow‑up. Ensure new business paperwork is submitted efficiently by preparing forms and documentation for submission to the home office, acquiring appropriate signatures, tracking new insurance applications and coordinating rollovers. Coordinate marketing events by 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 closings, setting up client documents and new business correspondence and alerts. Required Qualifications Bachelor’s degree or equivalent. 3-5 years of relevant experience. Series 7 license 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. Ability to manage multiple priorities and prioritize effectively; able to work independently with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and able to work with a team. Strong computer and software skills. Preferred Qualifications State IAR registration (S65 or S66) or ability to obtain within 150 days. License in Life, Accident, and Health insurance and variable contracts or ability to obtain within 150 days. Employment Information Full‑time, non‑exempt position. Equal‑Opportunity Employer Statement 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. #J-18808-Ljbffr