Ameriprise
Ameriprise

62 Ameriprise Client Service Associate Jobs Hiring Near You

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Client Service Associate to join our growing and ever evolving team in our Bethesda location. We ...

Client Service Associate

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 ...

Client Service Associate

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 ...

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Ameriprise Jobs Information

What is it like to work at Ameriprise?

Ameriprise Financial is a company that values a culture of collaboration, innovation, and client-centricity, prioritizing the well-being and growth of its employees and clients alike. The company's team structure is designed to foster a supportive and inclusive work environment, with various roles and departments working together to achieve its mission of helping people and families achieve their financial goals. Working at Ameriprise may appeal to individuals who are passionate about financial services, enjoy a dynamic and fast-paced work environment, and are motivated by the opportunity to make a positive impact on people's lives.

What makes Ameriprise an attractive place to work?

Ameriprise Financial is a leading financial services company that offers a wide range of financial solutions to individuals, families, and institutions. The company is known for its collaborative and innovative work environment, which fosters a culture of teamwork, creativity, and continuous learning, with opportunities for professional growth and development through training programs and mentorship. By joining Ameriprise, individuals can contribute to the company's mission of helping clients achieve their financial goals and aspirations, while also advancing their own careers and personal growth.

Do workers at Ameriprise get paid breaks?

Sometimes. Only some people get paid breaks.
45% of people say they don’t get paid breaks.
Based on data from 60 people who took the Breakroom Quiz between November 2024 and July 2026.

Does Ameriprise pay people when they’re sick?

Yes. Most people get paid when they’re sick.
76% of people say they would get paid if they were sick but scheduled to work.
Based on data from 41 people who took the Breakroom Quiz between July 2025 and July 2026.

At Ameriprise, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
49% of people say they have to use vacation days when they’re out sick.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Ameriprise affordable enough for their workers?

Most people say the health insurance costs are okay.
75% of people say the health insurance costs are okay
Based on data from 32 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get paid time off at Ameriprise?

Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 43 people who took the Breakroom Quiz between July 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Most people find out their schedule less than four weeks ahead of time.
  • 40% of people with changing schedules find out their shifts one week or less ahead of time.
  • 40% of people with changing schedules find out their shifts two weeks ahead of time.
  • 0% of people with changing schedules find out their shifts three weeks ahead of time.
  • 20% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 10 people who took the Breakroom Quiz between December 2024 and August 2025.

Do workers at Ameriprise worry about hours?

Most people don’t worry about getting enough hours.
85% of people report they don’t worry about getting enough hours.
Based on data from 39 people who took the Breakroom Quiz between February 2025 and February 2026.

Do Ameriprise workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
49% report that they don’t have enough control over which shifts they work.
Based on data from 39 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it for Ameriprise workers to change shifts?

Most people find it easy to change shifts.
80% of people report that it’s easy to change shifts if they need to.
Based on data from 30 people who took the Breakroom Quiz between December 2024 and February 2026.

How easy is it to get time off at Ameriprise?

Most people find it easy to get time off.
82% of people report it’s easy to get time off.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.

Do Ameriprise managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
98% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 40 people who took the Breakroom Quiz between February 2025 and February 2026.

Do jobs at Ameriprise spill into time workers aren’t paid for?

Sometimes. The job can spill into unpaid time.
37% of people report that their job takes up time that they don’t get paid for.
Based on data from 35 people who took the Breakroom Quiz between February 2025 and February 2026.

How easy is it to take sick days at Ameriprise?

Most people find it easy to take sick days.
95% of people report that it’s easy to take time off if they are sick.
Based on data from 39 people who took the Breakroom Quiz between July 2025 and July 2026.

Is a Ameriprise job good for students?

Most students say this is a good place to work if you’re studying.
100% of students report this is a good place to work if you’re studying.
Based on data from 8 people who took the Breakroom Quiz between December 2024 and May 2026.

Is working at Ameriprise good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
91% of people who care for a child or other relative report this is a good place to work.
Based on data from 46 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people at Ameriprise feel treated with respect by their managers?

Most people feel treated with respect by their managers.
81% of people say they’re treated with respect by their managers.
Based on data from 37 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Ameriprise get to take their breaks without interruption?

Only some people get breaks without interruption.
42% of people report that their breaks get interrupted.
Based on data from 33 people who took the Breakroom Quiz between July 2025 and July 2026.

Is it stressful to work at Ameriprise?

Most people feel stressed out here.
76% of people say they often feel stressed out at work.
Based on data from 41 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Ameriprise enjoy their jobs?

Most people enjoy their job.
76% of people report they enjoy their job.
Based on data from 34 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Ameriprise recommend working with their team?

Only some people recommend working with their team.
44% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 43 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get enough training when they start at Ameriprise?

Some people didn’t get enough training when they started.
39% of people report they didn’t get enough training when they started working here.
Based on data from 36 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get support to advance at Ameriprise?

Most people are given support to advance their career here.
In the last year, 71% of people report being given support to advance their career here.
Based on data from 41 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people think Ameriprise’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
71% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 38 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers feel well informed about how Ameriprise is doing?

Most people feel well informed about how the company is doing.
86% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 36 people who took the Breakroom Quiz between July 2025 and July 2026.
Infographic showing various Client Service Associate job openings at Ameriprise in the United States as of July 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution.
Client Service Associate

$15.50 - $21.50/hr

Full-time

Posted 21 days ago


Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 120 frontline employees who took The Breakroom Quiz

85th of 148 rated financial services


Job description

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.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Forward Together Wealth Planning, a fast-growing independent wealth management firm serving individuals, families, and their businesses for over 36 years, is currently seeking an experienced Client Service Associate to join our growing and ever evolving team in our Bethesda location.
We are seeking a talented individual who will step into an instrumental role by providing client relationship support by deepening existing client relationships and providing exceptional service with proactive communication.

Key Responsibilities:

  • Call, text, and email clients or prospects to set up meetings or appointments

  • Prepare agendas and forms for appointments

  • Complete client summary letters following client meetings

  • Conduct client appointment reminder calls, and check-in calls on follow up items

  • Support marketing efforts to the practice, especially with respect to coordination of seminars, in-person events, and social media engagement

  • Coordinate client appreciation events for the practice

  • Answering calls to the office

  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts

  • Maintain and order office supplies

  • Process incoming mail

  • Perform other allowable duties as assigned by the financial advisors

  • Greet clients upon arrival and extend hospitality to clients

Key Traits of a successful Client Service Associate:

  • Extroverted

  • Clear communicator

  • Enjoy working with people

  • Very strong attention to detail

  • Strong organizational and computer skills

  • Strong work ethic and the highest level of professionalism

  • Effective communication with clients and other advisors/staff

  • Effective and efficient time management

  • Polite and clear phone manners

  • Ability to quickly transition from task to task

  • Ability to support and provide guidance for compliance within the advisor's practice

  • Positive attitude and sincere willingness to constantly learn and grow

Education and other requirements:

  • 3+ years of similar experience

  • Background in financial services industry preferred

Compensation

Negotiable, depending on experience

Base Pay Salary

The salary range will be 54k to 68k/ year

Full-Time/Part-Time

Full time

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


Ameriprise logo

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

Social media