In addition to addressing immediate client needs, you'll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you'll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence. As the Client Support Associate, youll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, youll have the opportunity to move into the Financial Advisor role, where youre taking on client meetings and helping individuals feel confident about their financial future.
Key Responsibilities
• Responsible for client interactions including converting service calls to sales opportunities from inbound client calls. • Preparing Client Relationship Managers for sales presentations and interactions with clients. • First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. • Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. • Gathering and documenting information to ensure compliance requirements are met. • Liaison between Product Specialists and Client Relationship Managers to come up with recommendations. • Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. • Maintain all appropriate FINRA/other licenses and requirements up to date.
Required Qualifications
High school or GED. 1+ years of relevant experience. Current FINRA Series 7 State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days) Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date. Previous experience delivering outstanding client service. Detail oriented, strong math and analytical skills. Good organization and time management skills. Ability to manage multiple priorities and prioritize effectively. Process oriented and ability to work in a team environment. Knowledge of financial services products/services. Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
Preferred Qualifications
Bachelor's degree or equivalent. CFP, CRPC Previous sales experience or exposure preferred.
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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time Exempt/Non-Exempt Non-Exempt
Job Family Group Sales Line of Business AFG Ameriprise Franchise Group
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
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Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
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Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.