Ameriprise Financial
Registered Client Service Associate
Charlotte, North Carolina · Mid · Part-time
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About the role
- Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty.
- 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.
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
- Line of Business
- AAG Ameriprise Advisor Group
- Ameriprise Financial is an equal opportunity employer.
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
- 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
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.