Client Service Associate
$14.25 - $19.75/hr
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 ...

$14.25 - $19.75/hr
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 ...
$14.25 - $19.75/hr
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 ...
Birmingham, AL · On-site
$13.50 - $18.75/hr
The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ... At Ameriprise Financial, we take pride in providing our clients with a personalized experience ...
Birmingham, AL · On-site
$13.50 - $18.75/hr
The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ... At Ameriprise Financial, we take pride in providing our clients with a personalized experience ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA ...
Naperville, IL · On-site
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA ...
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 ...
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 ...
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 ...
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 ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Shreveport, LA · On-site
$14.25 - $19.75/hr
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 ...
Shreveport, LA · On-site
$14.25 - $19.75/hr
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 ...
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA ...
$60K - $80K/yr
At Ameriprise Financial, we're not just in the business of helping clients with their financial ... About the Role We are seeking a highly organized, client-focused Client Service Associate (CSA ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Newton, MA · On-site
$25.14 - $34.51/hr
As a Client Service Specialist, you will be responsible for conducting all administrative ... Associate (2-year) degree or equivalent. * 1-3 years relevant experience required. * Able to ...
Newton, MA · On-site
$25.14 - $34.51/hr
As a Client Service Specialist, you will be responsible for conducting all administrative ... Associate (2-year) degree or equivalent. * 1-3 years relevant experience required. * Able to ...
Saddle Brook, NJ · Hybrid
$64K - $88K/yr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Saddle Brook, NJ · Hybrid
$64K - $88K/yr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing ...
Saddle Brook, NJ · On-site
$64K - $88K/yr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Saddle Brook, NJ · On-site
$64K - $88K/yr
Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing ...
Lexington, SC · On-site
$14.50 - $19.25/hr
At Ameriprise Financial, we take pride in providing our clients with a personalized experience ... Associate (2-year) degree or equivalent * 1-3 years Relevant Experience Required * Able to maintain ...
Lexington, SC · On-site
$14.50 - $19.25/hr
At Ameriprise Financial, we take pride in providing our clients with a personalized experience ... Associate (2-year) degree or equivalent * 1-3 years Relevant Experience Required * Able to maintain ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Commitment to deliver the Ameriprise Client Experience for a financial advisory practice. Preferred ...
About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... Commitment to deliver the Ameriprise Client Experience for a financial advisory practice. Preferred ...
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$14.25 - $19.75/hr
Full-time
Re-posted 7 days ago
7.8
Based on 128 frontline employees who took The Breakroom Quiz
95th of 150 rated financial services
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.
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.Key Responsibilities:
Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
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.
Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
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.
Required Qualifications:
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.
Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
Ability to work independently with minimal supervision.
Customer service experience.
Preferred Qualifications:
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
Line of Business
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.
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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.
Funds, trusts and financial programs
5,001 - 10,000 Employees
Minneapolis, MN, US
1894