Financial Services Client Support Specialist

00015 Ameriprise Financial Services, LLC.; Edina (MN); Hybrid; USD 54,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join the operations team. The CSA supports advisors and branch staff by servicing clients, preparing financial plans, processing transactions, and handling routine administrative tasks.

This role emphasizes a client-centered, data-driven approach. In‑office collaboration is core; employees work four days in the office and one day from home.

Qualifications

• Associate degree or equivalent (2-year) is required.
• 3–5 years of relevant client service experience.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades.
• Prepare and summarize client meetings with agendas and summaries.
• Coordinate new business paperwork and insurance applications.
• Support marketing events and ensure compliance documentation.

Skills

Client service

Detail oriented

Communication

Time management

Education

Associate degree or equivalent

Bachelor's degree (preferred)

Tools

Contact manager

Microsoft Office

Job description

Ameriprise Financial Services, LLC. is seeking a Client Service Associate to join the operations team. The CSA supports advisors and branch staff by servicing clients, preparing financial plans, processing transactions, and handling routine administrative tasks.

This role emphasizes a client-centered, data-driven approach. In‑office collaboration is core; employees work four days in the office and one day from home.