Ameriprise Financial

Client Service Associate

Shreveport, Louisiana · Part-time

Sponsorship not specifiedDetected 26 days ago

CRMCustomer SupportResearchCommunicationTime ManagementOrganizational SkillsMicrosoft Office

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.
As a locally owned, family-oriented organization, we take pride in creating a warm, welcoming environment where relationships matter.

Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.
This role plays an important part in supporting our financial advisors while helping us deliver a consistently high-touch, personalized client experience.
This position blends client service, operational support, and administrative responsibilities, all aimed at helping our advisors serve clients with excellence and integrity.

High school diploma, associate degree, or equivalent experience (Bachelor's degree not explicitly required).
Demonstrated proficiency in Microsoft Office and strong overall computer skills.
Strong communication skills with the ability to interact across all levels of the organization.
Ability to work independently with minimal supervision.
The ideal candidate will thrive in a fast-paced financial services setting, bringing professionalism, care, and attention to detail to every client interaction.

Relevant experience working in a financial institution or financial services environment.
Industry-related experience (generally aligned with ~1-5 years based on role leveling range).
Experience handling problem resolution and escalated issues.
Experience working in a high-stress or deadline-driven environment.
FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group

Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.

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.

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.