Client Support Associate - Minneapolis

Ameriprise Financial Services, LLC • Minneapolis, MN

2d • $57,000 • Hybrid

About The Position

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. 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, you'll 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, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.

Requirements

• 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.
• 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).

Nice To Haves

• Bachelor’s degree or equivalent.
• CFP, CRPC
• Previous sales experience or exposure preferred.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees