Ameriprise Financial
Registered Client Service Associate
Ponte Vedra Beach, Florida · Mid · Part-time
No sponsorshipDetected 109 days ago
ResearchCollaborationTime Management
Stay score
odds of building a lasting career here
40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Green-card filing pattern in this occupation
Context, not a finding about this posting: of this employer's 13 green-card filings in this occupation, 100% were for a worker who already held the job.
Green-card follow-through: 42%
Of 12 labor certifications old enough to have been used, 7 expired without the employer filing the next step. Median time from filing to decision: 480 days.100% of their filings were for a worker who already held the job.Only certifications past the 180-day window are counted — recent ones cannot have expired yet.
Files H-1B transfers
15 transfer filings in the last year, covering 15 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
Community outcomes
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About the role
- Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication.
- At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way
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.
- Working together, in-person, is foundational to how we achieve results.
- Employees in this role work in the office five (5) days per week.
- 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).
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
- Line of Business
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.
- 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.
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 Financial's careers page and normalized into a canonical job model.