Registered Client Service Associate

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.

Requirements

• 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