Registered Client Service Associate

Ameriprise • Hingham, MA

11d • Hybrid

About The Position

Ameriprise Financial is hiring a Registered Client Service Associate to provide dedicated support to high-producing advisors. The role supports a personalized client experience by preparing portfolio materials and financial plans, conducting investment research, completing trades and transactions, and managing client interactions to retain and deepen relationships. The position also supports new business processing, client meetings, marketing events, and general administrative operations. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different in-office expectations.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience.
• Series 7 license or ability to obtain it within 150 days.
• State securities agent registration (S63 or S66) or ability to obtain it within 150 days.
• State IAR registration (S65 or S66) or ability to obtain it within 150 days.
• Life, Accident, and Health licenses and Variable Contracts license, or ability to obtain them within 150 days.
• Experience working in a client service environment.
• Detail-oriented, with strong math and analytical skills.
• Good organization and time-management skills; able to manage and effectively prioritize multiple priorities.
• Able to work independently with minimal supervision.
• Able to communicate with all levels within the organization.
• Process-oriented and able to work with a team.
• Strong computer and software skills.
• Must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

Responsibilities

• Assist advisors with client servicing, including preparing financial plans, conducting investment research, and completing trades and transactions.
• Schedule and confirm client meetings; enter information into the contact manager; prepare meeting agendas and summaries; escort clients to advisors; and provide follow-up.
• Prepare and submit new business paperwork, obtain signatures, prepare documents for the home office, track new insurance applications, and coordinate rollovers.
• Prepare for and coordinate marketing events, including creating marketing compliance documentation and managing event marketing reimbursement.
• Perform general administrative duties, including answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, copying, and handling new business correspondence and alerts.

Benefits

• Vacation time
• Sick time
• 401(k)
• Health insurance
• Dental insurance
• Life insurance
• Variable pay may include bonuses, commissions, and/or long-term incentives, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level