Client Service Associate

00015 Ameriprise Financial Services, LLC.; United States; Hybrid; USD 42,000 - 65,000; Full time

Job summary

Ameriprise Financial is expanding its operations team and seeking a Client Service Associate to support advisors and branch operations. You will assemble and analyze client data, help prepare financial plans, and process transactions with accuracy and discretion.

You’ll communicate with advisors, bank partners and clients by phone and email, schedule meetings, update CRM, and assist with onboarding and documentation in a collaborative office setting with some work-from-home flexibility.

Qualifications

• Associate degree or equivalent required.
• 3–5 years relevant experience required.
• Proficiency with Microsoft Office and strong communication skills.

Responsibilities

• Assist financial advisors in servicing clients and processing transactions.
• Prepare financial plans and conduct investment research as needed.
• Schedule meetings and enter data into CRM; summarize meetings.
• Support onboarding, paperwork, and documentation with accuracy and confidentiality.

Skills

Microsoft Office

Customer service

Communication skills

Time management

Education

Associate degree

Tools

CRM software

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.

Key Responsibilities

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

Required Qualifications

• Associate (2-year) degree or equivalent.
• 3-5 years relevant experience required.
• Demonstrated proficiency in Microsoft Office and strong overall computer skills.
• Strong communication skills with the ability to interact across all levels of the organization.
• Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
• Ability to work independently with minimal supervision.
• Customer service experience.

Preferred Qualifications

• Relevant experience working in a financial institution or financial services environment.
• Industry-related experience (generally aligned with ~1–5 years based on role leveling range).
• Experience handling problem resolution and escalated issues.
• Experience working in a high-stress or deadline-driven environment.
• FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.

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.

Job Details

Full-Time/Part-Time, Full time Exempt/Non-Exempt, Non-Exempt, Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group

Equal Opportunity Employer

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.

Company History

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact.