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Registered Client Service Associate
Job
Ameriprise Financial Inc.
Monterey, CA (In Person)
$80,080 Salary, Full-Time
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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 employees across 19 countries serves over 3.5 million clients including individuals, small businesses, and institutions. We are a leader in financial planning and advice, a global asset manager, and an insurer. Our strong financial foundation connects our businesses Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities enabling us to build meaningful careers and deliver impact globally. Job Description Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, supporting client interactions, and enhancing client relationships. You will play a key role in delivering a personalized client experience, leveraging analytical skills, and contributing to business growth through strong service and execution. Key Responsibilities Support advisors with financial planning, investment research, and trade execution Prepare and coordinate client meetings, agendas, and follow-ups Manage new business documentation and ensure timely submission Coordinate marketing events and handle vendor communications Perform administrative duties including correspondence, expense processing, and document management Required Qualifications Bachelor s degree or equivalent 3 5 years of relevant experience Series 7 license or ability to obtain within 150 days S63 or S66 registration or ability to obtain within 150 days Experience in a client service environment Strong analytical, organizational, and time management skills Ability to manage multiple priorities independently Strong communication and teamwork skills Proficiency in computer and software tools Preferred Qualifications S65 or S66 (IAR registration) Life, Accident & Health and Variable Contracts licenses have valid U.S. work authorization and should not require visa sponsorship now or in the future . In-Office Collaboration This role requires 5 days per week in-office , supporting a highly collaborative, client-focused environment.