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Added 5 mins ago
CC
Registered Nurse / Nurse Manager
Cross Country Nurses
NEW YORK, NY
- $2,135.43 USD / week
Registered Nurse, Nurse Manager. Leads nursing practice and supports clinical excellence, patient experience, evidence-based practice, and professional development. The role provides…
Added 8 mins ago
MG
Part-time Nabisco Merchandiser
Mondelez Global LLC
Atlanta, GA · Brookhaven, GA
- $14 to $16 USD / hour
- Part-time
…in-store execution. You’ll work closely with your Retail Territory Manager (RTM) to ensure our iconic brands - Oreo, Ritz, belVita, Chips Ahoy!, Triscuit, and more - are stocked, displayed,…
Added 8 mins ago
MG
Part-time Nabisco Merchandiser
Mondelez Global LLC
Orlando, FL · Kissimmee, FL
- $15 to $16 USD / hour
- Part-time
…in-store execution. You’ll work closely with your Retail Territory Manager (RTM) to ensure our iconic brands - Oreo, Ritz, belVita, Chips Ahoy!, Triscuit, and more - are stocked, displayed,…
Added 14 mins ago
Senior Product Manager, Agentic Search
Cloudflare
Austin, TX · NY · San Francisco, CA
Added 14 mins ago
A
Part Sales Manager – Full Time
AutoZone
Woodstock, VA · Strasburg, VA · Edinburg, VA · New Market, VA · Luray, VA
- Full-time
…executing store operations with excellence. Under the Store Manager’s guidance, MITs lead by example, demonstrating initiative and strong leadership. Through operational oversight and team…
Added 26 mins ago
Ride & Test / Prototype Engineer
KYB AMERICAS CORPORATION
Franklin, IN
Technical interface with customer engineering to discuss program, design specifications, Design Verification Testing (DVT), planning and reporting DVT results;
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Lake Placid, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Port Charlotte, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Venice, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
North Port, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Punta Gorda, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Lake Suzy, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Avon Park, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Arcadia, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Sebring, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Naples, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Fort Myers, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Bonita Springs, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Certified Nursing Assistant
Elite Care Management, Inc.
Estero, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Lake Placid, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Avon Park, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Arcadia, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Sebring, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Port Charlotte, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager
Added 27 mins ago
Home Health Aide
Elite Care Management, Inc.
Venice, FL
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager

Ameriprise Financial Services, LLC.

Client Service Associate

Vancouver, WA, United States

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Job details

Apply by: Dec 4, 2026
Experience: 3-5 years Relevant Experience Required.
Posting language: English
Posted: Nov 4, 2026

Original job description

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

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential!

Key Responsibilities

Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications

Associate (2-year) degree or equivalent.
3-5 years Relevant Experience Required.
Experience working in a client service environment.
Detail orientated, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal 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

Bachelors degree or equivalent.

Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $54,400 - $74,800 / year. We have a pay-for performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Full-Time/Part-Time

Full time Exempt/Non-Exempt

Non-Exempt Job Family Group

Business Support & Operations Line of Business

AAG Ameriprise Advisor 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.

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