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Manager - Access Control (Key Shop)
University System of Georgia
GA
Provide day-to-day leadership and oversight of the University¿s physical access control program, including electronic access systems, credentials, keys, locks, and associated security…
Added 2 mins ago
AC
Entry Level Accounting Licensing Specialist
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- $25 to $27 USD / hour
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Associate Food Scientist
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Product Operations Manager
Legora
New York City, NY
- $160,650 to $217,350 USD / year
We’re hiring a Product Operations Manager to join our team and be part of the machine that facilitates product release management for the whole company and our clients.
Added 2 mins ago
RDA
Squire Dental Management LLC
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Monitor inventory and inform Clinical Lead or Office Manager of supply needs
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Senior Manager, Software Engineer
ICF
Reston, VA
ICF is seeking a Senior Manager, Software Engineer to lead the engineering team responsible for Sightline ADAPT, a client-facing analytics and decision-support platform serving the utility…
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Shop Clerk
Lakeshore Recycling Systems LLC
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Completes required paperwork utilizing fleet maintenance software program associated with repairing vehicles, documenting parts usage, and accounting for repair times
Added 4 mins ago
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Executive Associate I (S03144)
Montgomery College
MD
- $29.51 to $47.2 USD / hour
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Added 4 mins ago
Senior Specialist, Environment and Sustainability
Lehigh Valley Hospital
Allentown, PA
Develops and monitors KPIs, dashboards, and other performance metrics to best ensure effective program performance, credentialing, and enrollment processes, as well as recommend timely…
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Test & Evaluation (T&E) Manager
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Remote, United States
Apogee is seeking a Senior Test & Evaluation Manager to lead planning, coordination, execution, and reporting for developmental test (DT), integration test, and operational test (OT)…
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MGR, PATIENT FLOW
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The Patient Flow Manager leads a team of Patient Flow Coordinators and Transporters to ensure the safe, efficient, and timely movement of patients throughout the hospital. This role is…
Added 4 mins ago
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Enterprise Program Manager
Alameda Health System
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- $70.02 to $116.7 USD / hour
…improvement, operational excellence, technology innovation, program management, or related discipline. Examples include Lean Six Sigma Black Belt, MIT Management Artificial Intelligence…
Added 4 mins ago
Account Manager - GPO Sales
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…it takes is finding the right combination of tech hardware, software, cloud solutions, and support services. That’s what we do. We’re the IT Department’s IT…
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Environmental Services Department Manager
Healthcare Services Group, Inc.
Topeka, KS
Role: Environmental Services Department Manager
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Environmental Services Department Manager
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Role: Environmental Services Department Manager
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WB Games Software Engineering Co-op: Needham, MA - January-May 2027
United States
- $31 USD / hour
This co-op will be located in the Needham, MA area. The selected co-op will be expected to join us in the office on a regular cadence based on the manager’s in-office schedule.
Added 4 mins ago
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WB Games Product Management Co-op: Needham, MA - January-May 2027
United States
- $29 to $34 USD / hour
This co-op will be located in the Needham, MA area. The selected co-op will be expected to join us in the office on a regular cadence based on the manager’s in-office schedule.
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Section Manager, Transmission Project Development, STO Clean Energy Portfolio
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…shape the future of New Yorks bulk electric system. As Section Manager, you will lead a diverse team responsible for advancing major transmission and infrastructure initiatives that…
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Quality Control Manager (QCM)
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Demonstrated competency with project management software tools and program portals
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Program Manager
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Dexian Government Solutions is recruiting for a Program Manager to support our proposal effort for the Financial and Resource Analysis/Management and Execution (FRAME) services for the U.S.…
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Dispatcher
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…operational staff. The dispatcher will uses GFL proprietary software to enter ticket information and track…
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Mechanical Assembler
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…with Employer Match; Term Life Insurance; Employee Assistance Program; Employee-of-the-Month and Year, Onsite Welding Training and Certifications; RITALKA University; Employee Luncheons;…
Added 5 mins ago
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Electrical Assembler
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Added 6 mins ago
Engineering Product Manager
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As a Product Manager for Network Platform, you will collaborate with networking leadership and product teams across Cisco to shape the unified user experience of Cisco Networking as part of…
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Manager, AI Product Engineering
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The Manager of AI Product Engineering leads a team of AI Product Engineers responsible for delivering high quality, secure, and scalable AI enabled product experiences. Reporting to the…

Ameriprise Financial Services, LLC.

Client Service Associate

Florham Park, NJ, United States

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Job details

Apply by: Dec 9, 2026
Experience: 3-5 years Relevant Experience Required.
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 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 $59,800 - $82,300 / 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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