Registered Client Service Associate

Ameriprise Financial

Support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to strengthen relationships.

Last checked on September 21, 2026. We may earn a commission when you click through.

✓ Hands-on experience in financial services ✓ Opportunity to work with experienced advisors ✓ Potential for career advancement within the company

Registered Client Service Associate

Ameriprise Financial

Updated 14 hours ago

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Tacoma

This position is a for those looking to kickstart a career in finance. However, the demands of the role may not suit everyone, particularly those seeking a more relaxed work environment.

About this role

Support high-producing advisors by preparing portfolio materials, building financial plans, and managing client interactions to strengthen relationships.

About the Company

Ameriprise Financial provides comprehensive financial planning and investment services.

Key Highlights

✓ Work closely with high-performing financial advisors
✓ Prepare detailed portfolio materials for client meetings
✓ Utilize analytical skills to create financial plans
✓ Enhance client interactions to build lasting relationships

💡 Honest Take: While the role offers strong support to advisors, be prepared for a demanding workload and the pressure to maintain high client satisfaction. It's a into finance, but can be stressful.

Pros

✓ Hands-on experience in financial services
✓ Opportunity to work with experienced advisors
✓ Potential for career advancement within the company

Cons

✗ High-pressure environment with strict expectations
✗ Limited salary transparency
✗ Potential for long hours

Best For: Ambitious individuals aiming to build a career in financial services who thrive under pressure.

Watch Out: Be aware of the high expectations and workload, which may lead to burnout if not managed properly.

Apply for this position →

You'll be redirected to talent.com

Expert Review

This role at Ameriprise Financial requires candidates to be proactive and detail-oriented, as supporting high-performing advisors is no small task. Through preparing portfolio materials and building financial plans, you directly influence client satisfaction. Expect a steep learning curve as you adapt to the fast-paced environment.

Salary data is not disclosed, for prospective candidates wanting transparency. This lack of information may lead to uncertainty regarding compensation, especially when considering the demanding nature of the role. Customer service skills and the ability to manage client relationships are paramount.

Those who excel here will find rewarding opportunities for growth within the company. However, the role's pressure can be for individuals unaccustomed to a high-stakes environment, where every interaction impacts client retention. For more details on this position, visit Ameriprise Financial's official listing at Talent.com.