Client Support Associate

00015 Ameriprise Financial Services, LLC.; United States; Hybrid; USD 51,000 - 63,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Support Associate to shadow client appointments, learn financial planning processes, and support advisors in delivering client-focused service. You will handle calls, paperwork, and scheduling while developing skills for a future Financial Advisor role.

The role emphasizes in-office collaboration, with four days in the office and one day per week working remotely. A base pay of $57,000 per year accompanies a comprehensive benefits program.

Qualifications

• High school diploma or GED required.
• 1+ years of relevant experience.
• Current FINRA Series 7; 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.
• Previous experience delivering outstanding client service.
• Detail oriented with strong math and analytical skills.
• Good organization and time management skills.
• Ability to manage multiple priorities and work in a team environment.

Responsibilities

• Handle client interactions and convert service calls to sales opportunities.
• Prepare Financial Advisors for sales presentations and client meetings.
• Perform first call resolution and process routine clerical transactions.
• Transact on behalf of advisors and support the client relationship manager in planning.
• Gather and document information to ensure compliance requirements are met.
• Liaise between product specialists and financial advisors to make recommendations.
• Engage in ongoing professional development to enhance industry and product knowledge.
• Maintain all required licenses up to date.

Skills

Customer service

Detail oriented

Math skills

Time management

Team oriented

Communication skills

Education

High school diploma or GED

Bachelor’s degree or equivalent

Tools

FINRA Series 7

S63/S66

IAR license (S65/S66)

Minnesota Life/Accident & 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. 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.

About Experience

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. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore Opportunities

Explore opportunities within each business and region below.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers

Application Status FAQ

Can I check the status of my application? Yes, you can check the status of your submitted application. To do so, you will need to log into the Candidate Homepage with your username and password. What information is required to apply for a job? Requirements vary by position, state and/or region. Be prepared to provide work history, resume, and contact information at a minimum.