Registered Client Service Associate

Threadneedle group; Dublin (OH); Hybrid; USD 58,000 - 80,000; Full time

Benefits offered by this job

Benefits package

In-office collaboration four days a wk

Job summary

Ameriprise Financial's Ameriprise Advisor Group in Dublin, OH is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, building financial plans, and coordinating client interactions. The role emphasizes client focus and in-person collaboration.

The position requires a Bachelor's degree, 3–5 years of relevant experience, the Series 7 or ability to obtain within 150 days, state registrations (S63/S66, S65/S66), and Life/Health licenses

Qualifications

• Bachelor's degree or equivalent.
• 3–5 years relevant experience.
• Series 7 or ability to obtain within 150 days.
• State securities agent registration (S63/S66) or ability to obtain within 150 days.
• State IAR registration (S65/S66) or ability to obtain within 150 days.
• Life, Accident, and Health licenses or ability to obtain within 150 days.
• Experience in a client service environment.
• Strong math, analytical, organizational, and time management skills.

Responsibilities

• Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data, building agendas and summaries, and providing follow-up.
• Prepare new business paperwork, obtain signatures, prepare documentation to send to home office, track insurance applications and rollovers.
• Coordinate marketing events, craft marketing compliance documentation, and manage event reimbursements.
• Provide general administrative duties such as answering phones, processing expense reports, preparing routine client correspondence, and setting up client files.

Skills

Client service

Analytical skills

Time management

Communication

Detail oriented

Education

Bachelor's degree or equivalent

Job description

## Registered Client Service AssociateApply: On-Site: Dublin, Ohio: Full time: Posted Today: End Date: October 14, 2026 (30+ days left to apply): R26\\_3626**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**Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!**Key Responsibilities*** Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions.* Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.* Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.* Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.* Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.**Required Qualifications*** Bachelors degree or equivalent.* 3 - 5 years Relevant Experience Required.* Series 7 or ability to obtain within 150 days.* State securities agent registration (S63 or S66) or ability to obtain within 150 days.* State IAR registration (S65 or S66) or ability to obtain within 150 days.* Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.* Experience working in a client service environment.* Detail orientated, strong math, and analytical skills. Good organization and time management skills.* Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.* Able to communicate with all levels within the organization. Process oriented and can work with a team.* Strong computer and software skills.**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 $58,300 – $80,100 per 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**Business Support & Operations**Line of Business**AAG Ameriprise Advisor 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.*