Registered Client Service Associate

Threadneedle group; Town of Texas (WI); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Ameriprise Financial in Texas seeks a Registered Client Service Associate to support advisors by gathering client data, preparing financial plans, processing transactions, and delivering high-quality client service.

The role requires a Bachelor’s degree, 3–5 years of experience, and Series 7 or ability to obtain within 150 days. This is a hybrid position with in-office collaboration four days per week.

Qualifications

• Bachelor’s degree or equivalent required.
• 3–5 years relevant client service experience preferred.
• Series 7 or ability to obtain within 150 days.

Responsibilities

• Assist advisors in servicing clients and preparing financial plans.
• Prepare client meeting summaries and document management.
• Process transactions and trades for clients.
• Coordinate marketing events and manage client communications.

Skills

Client service

Analytical skills

Time management

Communication

Teamwork

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

## Registered Client Service AssociateApply: Hybrid: Kingwood, Texas: Full time: Posted Yesterday: End Date: October 20, 2026 (30+ days left to apply): R26\\_1803**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**The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.**Key Responsibilities:*** Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.* Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.* Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.* Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.* Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.**Required Qualifications:*** Bachelor’s 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.* Experience working in a client service environment.* Detail-oriented, strong math, and analytical skills. Good organization and time management skills.* Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.* Able to communicate with all levels within the organization. Process oriented and can work with a team.* Strong computer and software skills.**Preferred Qualifications:*** 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.**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.**Full-Time/Part-Time**Full time**Exempt/Non-Exempt**Non-Exempt**Job Family Group**Business Support & Operations**Line of Business**AFIG Ameriprise Financial Institutions 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.*