About Our Company

With the right company, life can be brilliant. At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.

The Client Service Coordinator in the Ameriprise Advisor Center (AAC) is responsible for increasing engagement with existing unengaged and newly transferred clients, by warm calling clients and scheduling appointments to discuss financial planning services. This position predominantly works via telephone placing outbound calls. Call guides will be utilized to increase consistency of each call and improve client engagement rates. This is an unlicensed position intended for those that want to obtain their Series 7, Series 63, Series 65 and state insurance licenses and advance into the licensed roles within the Advisor Center.

Ameriprise Financial does not offer internships for students with F-1 visas.

Responsibilities

• Develop and deepen relationships with current clients via the telephone.
• Support Sales Manager as a support resource for the current regional team.
• Set appointments for clients to converse with financial advisors.
• Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities.

Required Qualifications

• Current Juniors with interest in financial planning.
• Excellent academic performance; a minimum of a 3.0 GPA.

Preferred Qualifications

• High level of confidence, perseverance and a strong desire to achieve and succeed.
• Outstanding verbal, written and listening communication skills.
• Superior customer service skills.
• Ability to quickly compile, verify and calculate information to provide solutions and recommendations.
• Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.
• Demonstrated high level of skill in the following areas: Organizing, planning and prioritization.

Benefits:

• Competitive wage.
• Develop professionally and personally.
• Challenging and significant work.
• Exposure to senior leaders.
• Network with peers and co-workers.
• Involvement in the community.
• Positioning for the future.
• Housing for out-of-state interns.

With the right company, life can be brilliant

At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too.

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.