Client Service Assoc-Mgd Prgm

Ameriprise • Georgetown, TX

13d

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.

Requirements

• High school diploma, associate degree, or equivalent experience (Bachelor’s degree not explicitly required).
• Demonstrated proficiency in Microsoft Office and strong overall computer skills.
• Strong communication skills with the ability to interact across all levels of the organization.
• Excellent time management, organizational skills, and ability to manage multiple priorities effectively.
• Ability to work independently with minimal supervision.
• Customer service experience.

Nice To Haves

• Relevant experience working in a financial institution or financial services environment.
• Industry-related experience (generally aligned with ~1–5 years based on role leveling range).
• Experience handling problem resolution and escalated issues.
• Experience working in a high-stress or deadline-driven environment.
• FINRA licenses (e.g., Series 6, 7, 63/66) are indicated as preferred but not required.

Responsibilities

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.
• Support client interactions by communicating with advisors, bank partners, and clients via phone and email.
• Prepare for and follow up on client meetings, including scheduling, confirming, entering data into CRM, building agendas, and summarizing meetings.
• Ensure new business is processed efficiently by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers.
• Support client acquisition efforts, including managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects.
• Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree