Ameriprise

Client Service Associate

Springfield, Massachusetts · Part-time

No sponsorship$61k-$82kDetected 1 day ago

ResearchCollaborationTime ManagementMentoring

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.
Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed.

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 meetings and providing vital follow-up.
Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Business Support & Operations

Bachelors degree or equivalent
Visa Sponsorship
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).
In-Office Collaboration
Working together, in-person, is foundational to how we achieve results.
Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.
Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
We have a pay-for-performance compensation philosophy.

The estimated base salary for this role is $ 61,200- 81,600/ year.
We have a pay-for-performance compensation philosophy.
Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location.
In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.

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.

Ameriprise Financial is an 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.

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).

This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.