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 ...
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 ...
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 ...
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 ...
Client Care Coordinator (Travel)
Houston, TX · Remote
$17.25 - $22.50/hr
Manage administrative tasks related to booking confirmations, cancellations, and refunds. * Ensure all client data and itinerary details are accurate and up to date. * Provide clear, step-by-step ...
Client Care Coordinator (Travel)
Houston, TX · Remote
$17.25 - $22.50/hr
Manage administrative tasks related to booking confirmations, cancellations, and refunds. * Ensure all client data and itinerary details are accurate and up to date. * Provide clear, step-by-step ...
AI & GenAI Data Scientist - Senior Manager
Houston, TX · On-site
$124K - $280K/yr
Medical
Dental
Vision
Retirement
PTO
... client operations - Developing and implementing data models and predictive analytics to solve complex business problems - Managing and guiding teams in the creation and maintenance of data pipelines ...
AI & GenAI Data Scientist - Senior Manager
Houston, TX · On-site
$124K - $280K/yr
Medical
Dental
Vision
Retirement
PTO
... client operations - Developing and implementing data models and predictive analytics to solve complex business problems - Managing and guiding teams in the creation and maintenance of data pipelines ...
Client Benefits Case Mgr
Houston, TX · On-site
$19 - $24.50/hr
Works closely with Case Managers and other team members ensure accurate data collection and health information history. Job Responsibilities: * As a primary contact for benefits, the Client Benefits ...
Client Benefits Case Mgr
Houston, TX · On-site
$19 - $24.50/hr
Works closely with Case Managers and other team members ensure accurate data collection and health information history. Job Responsibilities: * As a primary contact for benefits, the Client Benefits ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Account Manager- Employee Benefits
Medical
Retirement
Account Manager - Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only ... New Business Setup: Manage new business setup, including data gathering, client file creation ...
Client Data Manager information
See Houston, TX salary details
$29.6K - $41.8K
7% of jobs
$41.8K - $54.1K
8% of jobs
$62.3K is the 25th percentile. Wages below this are outliers.
$54.1K - $66.3K
14% of jobs
$66.3K - $78.6K
18% of jobs
The median wage is $80.8K / yr.
$78.6K - $90.8K
15% of jobs
$90.8K - $103K
7% of jobs
$112.2K is the 75th percentile. Wages above this are outliers.
$103K - $115.3K
7% of jobs
$115.3K - $127.5K
6% of jobs
$127.5K - $139.8K
6% of jobs
$139.8K - $152K
4% of jobs
$152K - $164.3K
6% of jobs
$29.6K
$92.8K
$164.3K
How much do client data manager jobs pay per year?
What are the key skills and qualifications needed to thrive as a client data manager?
Are client data managers in demand?
What are the main challenges a client data manager faces when ensuring data accuracy across multiple platforms?
What is a client data manager?
What are popular job titles related to Client Data Manager jobs in Houston, TX?
For Client Data Manager jobs in Houston, TX, the most frequently searched job titles are:
What job categories do people searching Client Data Manager jobs in Houston, TX look for?
The top searched job categories for Client Data Manager jobs in Houston, TX are:
What cities near Houston, TX are hiring for Client Data Manager jobs?
Cities near Houston, TX with the most Client Data Manager job openings:
Full-time
Re-posted 2 days ago
Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
106th of 150 rated financial services
Job description
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.
Job Description
The Registered Client Service Associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed. Provide general administrative/reception/operations support, as needed, for the financial institution program.
Key Responsibilities:
- Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
- 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.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
- 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.
Required Qualifications:
- Bachelor's degree or equivalent.
- 3 - 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.
- Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Preferred Qualifications:
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AFIG Ameriprise Financial Institutions Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, 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.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. 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.
What Ameriprise employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894