Ameriprise Financial
Registered Client Service Associate
San Diego, California · Part-time
Sponsorship not specified$32k-$44kDetected 22 days ago
ResearchCollaborationTime Management
About the role
- Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
- 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.
- Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty.
Responsibilities
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Requirements
- Bachelors degree or equivalent
- 5 years Relevant Experience Required
- State securities agent registration (S63 or S66) or ability to obtain within 150 days
- Experience working in a client service environment.
Nice to have
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Series 7 or ability to obtain within 150 days.
- Working together, in-person, is foundational to how we achieve results.
- Employees in this role work in the office five (5) days per week.
- We have a pay-for-performance compensation philosophy.
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
Compensation
- Range The estimated hourly rate for this role is $32.21 - $44.27 / hour.
- We have a pay-for-performance compensation philosophy.
- Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location.
- In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.
- Full-Time/Part-Time
- Exempt/Non-Exempt
Benefits
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days
Company info
- 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.
- We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
- Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Equal opportunity
- Ameriprise Financial is an equal opportunity employer.
- If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
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This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.