Client Support Associate

ameriprise; Minneapolis (MN); Hybrid; USD 40,000 - 54,000; Full time

Benefits offered by this job

Hybrid work model

In-office collaboration four days a wk

Job summary

Ameriprise Financial in Minneapolis seeks a Client Support Associate to learn the financial planning process while assisting Advisors with client meetings and product knowledge. You will shadow client appointments, gain hands-on experience with the firm’s services, and develop toward an advisor role.

This client-centric role emphasizes in-office collaboration, diligent paperwork handling, and ongoing development of sales, servicing, and licensing skills to support the client experience.

Qualifications

• Must be capable of learning the financial planning process and products.
• Proven ability to manage multiple tasks with accuracy and speed.
• Strong math and analytical skills combined with attention to detail.

Responsibilities

• Responsible for client interactions including converting service calls to sales opportunities from inbound client calls.
• Preparing Financial Advisors for sales presentations and interactions with clients.
• First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings.
• Maintain FINRA/licensing requirements and support compliance during daily activities.

Skills

Attention to detail

Time management

Customer service

Communication skills

Team collaboration

Education

High school diploma or GED

Bachelor's degree or equivalent

FINRA Series 7

State securities (S63 or S66)

State IAR (S65 or S66)

Minnesota Life/AD Health/Variable Contracts license

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

In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.

Client Support Associate

As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.

Key Responsibilities

Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Financial Advisors for sales presentations and interactions with clients.

First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.

Liaison between Product Specialists and Financial Advisors to come up with recommendations.

Engageinon-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date.

Required Qualifications

• High school or GED.
• 1+years of relevant experience.
• Current FINRA Series7
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
• Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.
• Previous experience delivering outstanding client service.
• Detail oriented, strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and prioritize effectively.
• Process oriented and ability to work in a team environment. Knowledge of financial services products/services.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.

Preferred Qualifications

• Bachelor's degree or equivalent.
• CFP, CRPC
• Previous sales experience or exposure preferred.

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.