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Registered Client Service Associate
Ameriprise Financial Services, LLCTampa, Florida, United States
Posted March 9, 2026
Full Time
About the 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.
Job Description
We’re a diversified financial services leader seeking a Registered Client Service Associate to provide dedicated support to high producing advisors by preparing portfolio materials, leveraging analytical skills to build financial plans, and leading client interactions to retain and develop deeper relationships.
Requirements
- Bachelors degree or equivalent
- 3 - 5 years relevant experience
- 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
Benefits
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
- Relocation Assistance
- Generous Paid Time Off