Find work in the United States.

A simpler way to find your next job.

Jobs in the United States

25+ jobs

Save this search

Added just now
HR Helpdesk Administrator
Easter Seals New Hampshire, Inc.
Manchester, NH
Manage, order, and record supplies and equipment for program and/or department. Place service calls for and perform maintenance, as required.
Added 1 min ago
VB
Part Time Sales Associate | Southampton
Veronica Beard
NY
- $18 to $19 USD / hour
- Part-time
The Sales Associate is a commission-eligible position responsible for assisting customers with their shopping needs and providing them with an exceptional shopping experience. The Sales…
Added 1 min ago
Administrative Assistant
F.H. Paschen
Chicago, IL
Associate degree preferred and/or equivalent experience required.
Added 1 min ago
Administrative Assistant
F.H. Paschen
Chicago, IL
High school diploma or equivalent; associate degree or certification in administrative assistance is a plus.
Added 1 min ago
Warehouse Associate
Wesco
Mocksville, NC
As a Warehouse Associate you will be responsible for performing warehouse tasks including receiving, picking, packing, shipping, wire cutting, light assembly, as well as general maintenance…
Added 1 min ago
Educational Interpreter, 2026-27 School Year
Monroe One BOCES
Fairport, NY
C. Graduation from a regionally accredited or New York State registered college or university with an Associate's or bachelor's degree in American Sign Language Interpretation or a closely…
Added 1 min ago
Shuttle Driver-Sales Guest Services
Breckenridge Grand Vacations
Breckenridge, CO
An Associate's degree or equivalent from a two-year college or technical school.
Added 1 min ago
CO
Lifeguard /Instructor (PT) Various Locations
City of Scottsdale
Scottsdale, AZ
- $17.88 to $24.16 USD / hour
…certifications include StarGuard Elite, American Red Cross, Ellis & Associate, YMCA or…
Added 2 mins ago
On-Site Specialist
Elwood Staffing
Seneca, SC
The On-Site Specialist supports the overall success and improvement of the client's On-Site program. They must exercise independent judgment and discretion in effectively guiding the…
Added 2 mins ago
Instructor (0086096T, CTAHR/HNFAS)
University of Hawaii
Honolulu, HI
…region. University of Hawai?i is one of a few MSI-LGUs offering Associate, Baccalaureate, Master's, and Ph.D. STEM degrees, as well as post-graduate…
Added 2 mins ago
Senior Research Associate (Farm Manager) (0097687T, CTAHR/CARES Kona)
University of Hawaii
Kealakekua, HI
Title: Senior Research Associate (CTAHR/CARES Kona)
Added 2 mins ago
Housekeeper Room Care
Cleveland, OH
…associates through training and development at all levels. Our “Associate First” culture supports growth, balance, and…
Added 2 mins ago
Intensive Community Manager, Complex Care (RN)
Dedicated Senior Medical Centers of Florida, LLC
United States
…unnecessary hospital arrivals for patients that have consented to the program and after successfully completed full course of…
Added 3 mins ago
Activity Security Representative I
SYSTEM HIGH CORPORATION
Albuquerque, NM
…Sensitive Compartmented Information (SCI) and Special Access Program (SAP)…
Added 3 mins ago
MF
Commercial Relationship Specialist
Magnifi Financial
Melrose, MN
- $26.61 to $37.57 USD / hour
Associate’s degree in a business-related field, or equivalent experience
Added 3 mins ago
HH
Talent Acquisition Specialist
HEARTSHARE HUMAN SERVICES OF NEW YORK
BROOKLYN, NY
- $70,000 USD / year
Associate degree in human resources, Business Administration, or related field preferred.
Added 3 mins ago
Director In Training
Child Development Schools
Lynn Haven, FL
Step right up! Our Director-in-Training program is your ticket to becoming a superstar School Director. This isn't just any training -- it's a vibrant, hands-on 3-month adventure, including…
Added 3 mins ago
GARAGE - Seasonal - South Park
Groupe Dynamite, Inc Garage
Charlotte, NC
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 3 mins ago
Physics & Engineering Lab Assistant
BCCC Bucks County Community College
Newtown, PA
…Laboratories and accompanying labs, under the supervision of the Program…
Added 3 mins ago
WI
Food Service Helper @ Dake Jr. High School (5 hours/day 8:15 am-1:15 pm - 10 month)
West Irondequoit Central School District
Rochester, NY
- $17.6 USD / hour
…working knowledge of the regulations of the National School Lunch Program and the Department of Health requirements; working knowledge of portion control; working knowledge of the proper…
Added 3 mins ago
Room Attendant
Houston Grand Hotel - River Oaks
Houston, TX
…We are committed to elevating every aspect of the guest and associate experience. Our team is a tight knit, family like community with many long tenured associates who take pride in their…
Added 3 mins ago
Onsite Medical Representative
Amazon.com Services LLC
Obetz, OH
…Prevention Specialist (IPS). This includes attending weekly associate safety committee meetings, greeting all new hires for the site or through daily one-on-one interaction. Additionally,…
Added 4 mins ago
EC
Retail Sales Associate
EZPAWN Colorado, Inc.
Federal Heights, CO
- $16 to $17.5 USD / hour
We want you to join us for a career not a job. At EZCORP we are looking for Retail Sales Associate / Retail Customer Service Team Members to lead the way today and to step into greater…
Added 4 mins ago
Registered Nurse Patient Navigator
Ascension
Nashville, TN
Emotional well-being: Employee Assistance Program, counseling and peer support, spiritual care and stress management resources
Added 4 mins ago
Process Improvement Leader
Veritiv
Fullerton, CA

Ameriprise Financial Services, LLC.

Client Service Associate

New Brighton, MN, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: Dec 9, 2026
Posting language: English
Posted: Nov 9, 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(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.

· Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.

· Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.

· Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, 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-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.

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.

Apply About employer

More about this job

Skills

Coaching
Research
Scheduling
Documentation
Regulatory compliance
Administrative support
Analytical skills
Time management
CPT
Microsoft Office
Collaboration

Report this job