Client Support Associate - Minneapolis

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. 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 Skills 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 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 Overview At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is Company H1B Sponsorship Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.