Ameriprise Financial Services, LLC

Product Manager

• Contribute to the development and enhancement of digital experiences supporting clients and advisors
• Work closely with product, design, analytics, and technology teams
• Contribute to digital product strategy and execution
• Support consumer-facing web and mobile experiences
• Participate in digital analytics and performance measurement
• Engage in UX research and design
• Contribute to Agile product development and delivery
• Conduct user testing and analyze feedback to inform product enhancements
• Evaluate portfolio experience concepts to improve usability and client engagement
• Research competitor virtual meeting experiences to identify trends, best practices, and innovation opportunities

Digital Product Owner Intern

Client Services Representative

• Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into the contact manager, building agendas and meeting summaries, escorting clients to advisor meetings, and providing follow-up
• Prepare and submit new business paperwork and documentation to the home office
• Acquire appropriate signatures, track new insurance applications, and coordinate rollovers
• Coordinate marketing events, including organizing events, contacting vendors, finalizing details, preparing marketing compliance documentation, and managing reimbursement
• Provide administrative, reception, and operations support
• Answer advisors’ phones, process expense management reports, prepare routine client correspondence, support closes, and set up client documents, new business correspondence, and alerts

Registered Client Service Associate

• Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions
• Prepare and summarize client meetings by scheduling and confirming meetings, entering data into the contact manager, building agendas and meeting summaries, escorting clients to advisors, and providing follow-up
• Prepare and ensure successful submission of new business paperwork, including preparing forms, obtaining signatures, sending documentation to the home office, tracking new insurance applications, and coordinating rollovers
• Prepare for and coordinate marketing events, including crafting marketing compliance documentation and managing event marketing reimbursement
• Provide general administrative support, including answering the advisor’s phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client files, and handling copy and new business correspondence and alerts

• Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions
• Support client interactions with advisors, bank partners, and clients via phone and email
• Prepare for and follow up on client meetings by scheduling, confirming, entering CRM data, building agendas, and summarizing meetings
• Process new business by preparing documentation, obtaining signatures, submitting paperwork to the home office, and tracking insurance applications and rollovers
• Support client acquisition efforts by managing referrals, maintaining CRM/referral tracking, coordinating marketing events and seminars, and following up with prospects
• Perform general administrative and operational duties, including answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts

Client Service Associate

Operations

• Provide leadership and day-to-day direction to a team delivering customer-focused service solutions for advisors, clients, and business partners
• Develop and motivate employees
• Drive operational excellence through continuous process improvement
• Foster accountability, collaboration, and service excellence
• Partner across the organization to resolve complex issues and enhance the client experience
• Support key business initiatives
• Lead and coach direct reports on transaction processing or customer service standards and techniques
• Assist with or directly resolve complex or high-priority service issues
• Manage direct report workload and prioritize work to meet accuracy, transaction processing, and call quality metrics
• Participate in cross-functional projects and process improvement teams
• Provide subject matter expertise on projects affecting customer service
• Provide feedback through performance management and develop employee skills

Digital Product Owner Intern

Registered Client Service Associate

Registered Client Service Associate

Client Service Associate

Operations Team Lead