Ameriprise Financial
Registered Client Service Associate
Saddle Brook, New Jersey · Part-time
Sponsorship not specified$64k-$88kDetected 26 days ago
ResearchTime 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 dedication.
Responsibilities
- 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 meeting and providing vital follow-up.
- Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Requirements
- Bachelors degree or equivalent.
- 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.
- Do you have financial planning experience and want to advance your career with an industry-leading firm?
Nice to have
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- We have a pay-for-performance compensation philosophy.
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
- Line of Business
- AAG Ameriprise Advisor Group
- Ameriprise Financial is an equal opportunity employer.
Compensation
- The estimated base salary for this role is $64,100- $88,100/ year.
- 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
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
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
- 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.