Client Service Associate

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 the Role

Our office is growing, and we are looking for a Client Service Associate to join our operations team. The Client Service Associate (CSA) is an integral part of advisor and branch support, responsible for using the client relationship model and turnkey tools. If you prosper in an environment where you can help others and enjoy creating a positive impact on clients' overall experience, we invite you to take your career to the next level.

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring, and licensing support—helping you effectively develop to reach your full potential.

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 meetings, 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, including 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 advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and handling new business correspondence and alerts.

Requirements

• Associate (2-year) degree or equivalent.
• 3-5 years of relevant experience required.
• Experience working in a client service environment.
• Detail-oriented with strong math and analytical skills.
• Good organization and time management skills.
• Able to manage multiple priorities and prioritize effectively.
• Able to work independently with minimal direct supervision.
• Able to communicate with all levels within the organization.
• Process-oriented and able to work with a team.
• Strong computer and software skills.

Preferred Qualifications

• Bachelor’s degree or equivalent.

This is a full-time, non-exempt position.