Serve as a primary point of contact for client service requests via phone, email, and in‑person interactions
Provide clear, professional, and timely communication to clients with diverse financial needs and backgrounds
Support clients with common service needs, including distributions, contributions, account maintenance, and documentation
Assist with Required Minimum Distributions (RMDs), including setup, processing, and client education
Money Movement, Trading & Transaction Support
Process money movement requests accurately and efficiently, including ACHs, wires, checks, and journal transfers
Support trading, rebalancing, and transaction management in coordination with advisors and centralized trading teams
Ensure all transactions meet firm policies, regulatory requirements, and internal risk controls
Monitor transaction status and follow through to completion
Team & Advisor Support
Collaborate closely with advisors, planners, and fellow team members across investment management and financial planning
Support a growing and specialized team by managing workflows, priorities, and deadlines
Maintain accurate client records and documentation within Ameriprise systems
Assist with preparation for client meetings and ongoing service follow‑ups
Financial Planning & Education Support
Provide basic education and support around financial planning concepts as appropriate
Help gather and organize client information to support planning and analysis
Adapt communication style to meet the needs of different clients, from simple service requests to more complex planning conversations
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.
Requirements
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.
Benefits
Opportunity to be part of a growing, collaborative Ameriprise practiceMeaningful client interaction and long‑term relationship buildingExposure to investment management, financial planning, and advanced service needsSupportive team culture with opportunities for professional developmentCompetitive compensation and benefits , aligned with experienceParticipation in team revenue cut‑ins , allowing compensation to grow alongside the practiceVisa SponsorshipApplicants 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 CollaborationFull-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupBusiness SupportHealth insuranceVision insurance
Additional Information
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
We are seeking a highly motivated and detail oriented Registered Client Service Associate (CSA) to join our growing Ameriprise Financial team. This role is a key part of our client experience and daily operations, with a strong focus on money movement, trading and transaction management, client service support, and advisor team coordination.
The ideal candidate thrives in a fast paced, team oriented environment and enjoys working directly with clients while supporting a sophisticated wealth management and financial planning practice.
Ameriprise · Leawood, KS