Registered Client Service Associate - Ameriprise Financial Services - Leawood, KS

Key Responsibilities

• 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.
• Aid with Required Minimum Distributions (RMDs), including setup, processing, and client education.
• 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.
• Maintain accurate transaction status and follow through to completion.
• Collaborate closely with advisors, planners, and fellow team members across investment management and financial planning.
• Manage workflows, priorities, and deadlines for a growing and specialized team.
• Aid in preparation for client meetings and ongoing service follow-ups.
• Support financial planning and education by providing basic education and assistance around financial planning concepts.
• 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

• Bachelor's 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.

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.