Registered Client Service Associate

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.

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 timeNon-ExemptBusiness Support & OperationsAFIG 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.