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Ameriprise Financial Services, LLC · 18 hours ago

Client Support Associate - Minneapolis

Minneapolis, Minnesota

Full-time

Hybrid

Entry Level

$57K/yr - $57K/yr

1+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader, and they are seeking a Client Support Associate. In this role, you will address client needs, engage in professional development, and support Client Relationship Managers in the financial planning process.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

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

Qualification

FINRA Series 7State securities licensesFinancial services knowledgeCFP certificationCRPC certificationClient service experienceMath skillsAnalytical skillsProfessional demeanorDetail orientedOrganization skillsTime managementTeamwork

Required

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

Preferred

Bachelor's degree or equivalent

CFP, CRPC

Previous sales experience or exposure preferred

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

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)