Registered Client Service Associate jobs in United States
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Ameriprise Financial Services, LLC · 1 week ago

Registered Client Service Associate

positionPhoenix, AZ
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Ameriprise Financial is America's leader in Financial Planning and is ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisor by preparing portfolio materials for client meetings and leading client interactions to retain and develop deeper relationships.

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H1B Sponsor Likelynote
Hiring Manager
Ferdy Quezada, CRPC®
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Responsibilities

Provide dedicated support to a high producing advisor by preparing portfolio materials for client meetings
Leverage analytical skills to build financial plans
Lead client interactions to retain and develop deeper relationships

Qualification

Financial planning experienceAnalytical skillsClient interactionsCustomer serviceRelationship building

Required

financial planning experience
ability to provide dedicated support to a high producing advisor
skills to prepare portfolio materials for client meetings
analytical skills to build financial plans
ability to lead client interactions to retain and develop deeper relationships
ability to thrive in an environment where you can help others and build a positive impact on a client's overall experience

Company

Ameriprise Financial Services, LLC

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At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase