Client Service Associate

RiverSource Life Insurance Company; Wilmington (DE); Presencial; USD 42.000 - 68.000; Jornada completa

Descripción de la vacante

RiverSource Life Insurance Company in Wilmington, Delaware seeks a Client Service Associate to support advisors, prepare financial plans, analyze client data, and process transactions in a client-centered service model.

Responsibilities include scheduling meetings, creating meeting agendas, entering data, coordinating new insurance applications, assisting with events, and providing general administrative support while maintaining firm policies and a high-quality client experience.

Formación

• Associate degree or equivalent required.
• 3–5 years relevant experience in client service/financial services.
• Detail-oriented with strong math and analytical abilities.
• Strong organizational and time-management skills.
• Ability to communicate with all levels in the organization.

Responsabilidades

• Assist advisor in servicing clients and preparing financial plans.
• Schedule meetings, enter data, and prepare meeting agendas.
• Process new business paperwork and coordinate paperwork with home office.
• Support marketing events and ensure compliance documentation.
• Provide general administrative duties including phone support and client correspondence.

Conocimientos

Client service experience

Detail oriented

Strong math and analytical skills

Organizational and time management

Communication across all levels

Teamwork

Proficient with computers / software

Experience in financial services

Educación

Associate (2-year) degree or equivalent

Bachelor's degree preferred

Herramientas

MS Office

CRM software

Descripción del empleo

Client Service Associate### Client Service AssociateApply: On-Site: Wilmington, Delaware: Full time: Posted Today: End Date: November 7, 2026 (4 days left to apply): R26\\_4378**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, we invite you to take your career to the next level by applying to join our team today! 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**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.**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.*