Client Service Associate

ameriprise; Scottsdale (AZ); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Ameriprise Financial in Scottsdale, AZ is seeking a Client Service Associate to join our operations team. The CSA supports advisors and branch staff by analyzing client data, assisting with financial plans, and handling transactions and practice management tasks.

The role emphasizes in-office collaboration, licensing development, and a client-centric service mindset. Full-time, exempt/non-exempt status will be clarified during the hiring process.

Qualifications

• Associate degree or equivalent required.
• 3–5 years relevant client service experience.
• Detail oriented with strong math and analytical skills.
• Excellent communication, organization, and ability to work with multiple levels.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades.
• Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create agendas and summaries, and provide follow-up.
• Prepare and ensure new business paperwork is submitted in good order including forms, signatures, and rollovers coordination.
• Coordinate marketing events including compliance documentation and marketing reimbursements.
• Provide general administrative duties such as answering the advisor's phone, processing expense reports, client correspondence, and filing.

Skills

Client service experience

Attention to detail

Analytical skills

Organization

Time management

Communication

Team collaboration

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Tools

General software proficiency

Job description

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 experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's overall experience,

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential!

Key Responsibilities

• Assist advisor 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, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
• Prepare and ensure new business paperwork is submitted in good order 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 creating marketing compliance documentation and managing event marketing reimbursement.
• Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years Relevant Experience Required.
• 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.

Preferred Qualifications

• Bachelors degree or equivalent.

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. 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 roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

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 o