Ameriprise Financial
Client Service Associate
Shreveport, Louisiana · Junior · Part-time
Sponsorship not specifiedDetected 112 days ago
CRMCustomer SupportResearchCommunicationTime ManagementOrganizational SkillsMicrosoft Office
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
- Community Wealth Services, in partnership with Community Bank of Louisiana and Ameriprise Financial, is seeking a detail-oriented and client-focused Registered Client Service Associate to join our team.
- As a locally owned, family-oriented organization, we take pride in creating a warm, welcoming environment where relationships matter.
- The ideal candidate will thrive in a fast-paced financial services setting, bringing professionalism, care, and attention to detail to every client interaction.
Responsibilities
- 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.
Requirements
- 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.
Nice to have
- 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
Benefits
- Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
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
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This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.