Ameriprise
Reg Client Service Assoc
Houston, Texas · Part-time
No sponsorshipDetected 1 day 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.
- Able to manage multiple priorities and prioritizes effectively.
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
- State IAR registration (S65 or S66) or ability to obtain within 150 days
- Experience working in a client service environment.
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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
- 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
- Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.