Client Support Associate — Path to Financial Advisor

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

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.