Client Support Associate

Ameriprise Financial Services, LLC; Minneapolis (MN); On-site; USD 51,000 - 63,000; Full time

Job summary

Ameriprise Financial Services, LLC in Minneapolis is seeking a Client Support Associate. You will shadow client appointments, learn to write financial plans, and explore a path to becoming a Financial Advisor, with opportunities to meet clients and support advice delivery.

The role emphasizes FINRA licensing, service-to-sales development, and collaboration with Product Specialists and Advisors. Base salary around $57,000 per year, full-time, in-office with some at-home flexibility, and a

Qualifications

• High school or GED.
• 1+ years of relevant experience.
• Current FINRA Series 7
• State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)
• 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.

Responsibilities

• Handle client interactions, convert service calls into sales opportunities, and prepare advisors for meetings.
• Perform first call resolution, set up accounts, process paperwork, schedule meetings, and gather compliance data.
• Coordinate between Product Specialists and Financial Advisors to propose recommendations.
• Pursue ongoing professional development and maintain FINRA licenses.

Skills

Detail oriented

Math & analytical skills

Organization & time management

Multitasking & prioritization

Teamwork & collaboration

Knowledge of financial services

Professional demeanor

Education

High school or GED

Bachelor’s degree (preferred)

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.

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.
• Engage in on-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 Series 7
• 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.

Base Pay Salary

The estimated base salary for this role is $57,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AFG Ameriprise Franchise 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.