Registered Client Service Associate

Ameriprise Financial Services, LLC; Wilmington (DE); On-site; USD 50,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC in Wilmington, Delaware seeks a Registered Client Service Associate to support a high-producing advisor team. You will help prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships.

Responsibilities include scheduling client meetings, entering data, coordinating new business paperwork, and supporting marketing events. Strong math, detail orientation, and the ability to multitask are required; a Series 7 or

Qualifications

• Bachelor's degree or equivalent gained.
• 3–5 years relevant client service experience.
• Series 7 license or ability to obtain within 150 days.
• State securities agent registration (S63/S66) or ability to obtain within 150 days.
• Detail-oriented with strong math and analytical skills.
• Excellent organization and time management; multitasking capable.
• Ability to communicate with all levels and work in a team.
• Strong computer and software skills.

Responsibilities

• Assist advisor(s) in servicing clients including preparing financial plans and research.
• Prepare and summarize client meetings, enter data into contact manager, and manage meeting follow-ups.
• Ensure new business paperwork is submitted; coordinate signatures and insurance apps.
• Coordinate marketing events, vendors, and compliance documentation.
• Provide general administrative duties and client communications.

Skills

Detail-oriented

Math skills

Analytical skills

Organization and time management

Communication skills

Multitasking

Strong computer skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

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.

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(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

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.

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.

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.

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.