We are a longstanding leader in financial planning and advice, a global asset manager and an ... Registered Client Service Associate to join our team. This role plays an important part in ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Registered Client Service Associate to join our team. This role plays an important part in ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Registered Client Service Associate to join our team. This role plays an important part in ...
We are a longstanding leader in financial planning and advice, a global asset manager and an ... Registered Client Service Associate to join our team. This role plays an important part in ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Client Associate
Baton Rouge, LA · On-site
Previous experience managing client relationships. Behaviors : * Ability to support clients and ... Associate's degree, professional certification, or equivalent training and experience preferred.
Client Associate
Baton Rouge, LA · On-site
Previous experience managing client relationships. Behaviors : * Ability to support clients and ... Associate's degree, professional certification, or equivalent training and experience preferred.
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Registered Client Service Associates provide exceptional service to our clients and support ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Maintain electronic filing system for all clients * Assist Client Manager with standard reports for ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Maintain electronic filing system for all clients * Assist Client Manager with standard reports for ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Maintain electronic filing system for all clients * Assist Client Manager with standard reports for ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
Client Service Representative
Denham Springs, LA · On-site
$18 - $23/hr
Maintain electronic filing system for all clients * Assist Client Manager with standard reports for ... associates. Our core values of Quality, Teamwork, Integrity, Safety, and Versatility are our ...
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
Director, Wealth Portfolio Management
New Orleans, LA · On-site
$120 - $180/hr
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
Director, Wealth Portfolio Management
New Orleans, LA · On-site
$120 - $180/hr
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
The Director manages and provides guidance on all aspects of asset management client engagement ... Responsibilities may include interviewing, hiring and training associates; planning, assigning and ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to ... Ability to manage multiple tasks and prioritize under pressure. * Detail-oriented with excellent ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to ... Ability to manage multiple tasks and prioritize under pressure. * Detail-oriented with excellent ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to ... Ability to manage multiple tasks and prioritize under pressure. * Detail-oriented with excellent ...
Client Service Associate
New Orleans, LA · On-site
$50K - $60K/yr
Messa Sync is currently seeking a detail-oriented and client-focused Client Service Associate to ... Ability to manage multiple tasks and prioritize under pressure. * Detail-oriented with excellent ...
Client Service Associate
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Client Service Associate
$14.25 - $19.75/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
New
Client Service Associate
New Orleans, LA · On-site
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the ... Proactively participate in firm initiatives directed by local management * Regularly seek ...
New
Client Management Associate information
See Louisiana salary details
$8.63 - $11.03
3% of jobs
$11.03 - $13.42
12% of jobs
$14.45 is the 25th percentile. Wages below this are outliers.
$13.42 - $15.81
23% of jobs
The median wage is $16.95 / hr.
$15.81 - $18.20
24% of jobs
$20.17 is the 75th percentile. Wages above this are outliers.
$18.20 - $20.59
15% of jobs
$20.59 - $22.99
10% of jobs
$22.99 - $25.38
6% of jobs
$25.38 - $27.77
2% of jobs
$27.77 - $30.16
2% of jobs
$30.16 - $32.55
1% of jobs
$32.55 - $34.94
1% of jobs
$8
$19
$34
How much do client management associate jobs pay per hour?
How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?
What does a client management associate do?

Full-time
Re-posted 10 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
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. This role plays an important part in supporting our financial advisors while helping us deliver a consistently high-touch, personalized client experience.
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. This position blends client service, operational support, and administrative responsibilities, all aimed at helping our advisors serve clients with excellence and integrity.
Key Responsibilities:
- Support financial advisors with client service and day-to-day operations
- Schedule and prepare for client meetings, including follow-up and documentation
- Process new account paperwork, insurance applications, and rollover requests
- Maintain accurate client records and contact information
- Handle administrative tasks such as answering phones, preparing correspondence, expense reporting, and document management
- Provide operational and reception support as needed
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