Mid Level Client Associate Jobs
Mid level client associate jobs go to professionals ready to own client relationships end to end, guide junior teammates, and make service decisions with limited oversight. Hiring covers Investment & Asset Management, Banking & Financial Services, and Accounting & Auditing, with a mix of on-site, remote, and hybrid openings at employers like JPMorganChase, Raymond James, and Ameriprise Financial competing for client associates at this level now.
Find JobsOverview
Showing 5 of 20+ Mid Level Client Associate jobs
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships.
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
- Assist advisor 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, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisor's phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Bachelors degree or equivalent.
- 3 - 5 years Relevant Experience Required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
- Experience working in a client service environment.
- Detail oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Base Pay Salary
The estimated base salary for this role is $64,100 - $88,100 a year. We have a pay-for performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships.
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities
- Assist advisor 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, enter data into contact manager, build the agenda and summary of meetings, escort clients to advisor and provide vital follow-up.
- Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
- Prepare for and coordinate marketing events which includes crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisor's phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Bachelors degree or equivalent.
- 3 - 5 years Relevant Experience Required.
- Series 7 or ability to obtain within 150 days.
- State securities agent registration (S63 or S66) or ability to obtain within 150 days.
- State IAR registration (S65 or S66) or ability to obtain within 150 days.
- Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
- Experience working in a client service environment.
- Detail oriented, strong math, and analytical skills. Good organization and time management skills.
- Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
- Able to communicate with all levels within the organization. Process oriented and can work with a team.
- Strong computer and software skills.
Base Pay Salary
The estimated base salary for this role is $64,100 - $88,100 a year. We have a pay-for performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See All 20 Mid Level Client Associate Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Client Associate Job Market
Who's Hiring
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Accounting & Auditing
- Retail
- Fintech
Mid Level Client Associate Jobs: Frequently Asked Questions
How do I get a mid level client associate job?
Position yourself around ownership, not just execution. Highlight accounts you managed independently, problems you resolved without escalating, and any process improvements you drove. Employers hiring at this level want evidence that you can hold a client relationship together on your own, so lead your resume and cover letter with outcomes, not just responsibilities.
Which companies hire mid level client associates?
Companies hiring mid level client associates right now include JPMorganChase, Raymond James, and Ameriprise Financial, based on current listings on Migrate Mate as of November 2026. At this experience level, hiring tends to come from firms with established client service teams that need professionals who can step in with minimal ramp time and own a defined book of accounts.
Are there remote mid level client associate jobs?
Yes, though availability varies by industry and employer type. About 20% of mid level client associate openings are remote or hybrid as of November 2026, reflecting strong demand from financial services, technology, and consulting firms that manage client relationships across distributed teams. Filtering by work setting on Migrate Mate lets you see only the formats that fit your situation.
How do I move up to a mid level client associate role?
The path typically runs through deepening your expertise in one or two service areas, taking ownership of increasingly complex client situations, and demonstrating measurable impact such as retention improvements or expanded account scope. Professionals who move up fastest tend to seek out stretch assignments early, ask for direct client exposure, and document outcomes clearly so their growth is visible to hiring managers.
Which industries hire the most mid level client associates?
Mid Level client associate roles concentrate in Investment & Asset Management, Banking & Financial Services, and Accounting & Auditing, based on current listings on Migrate Mate as of November 2026. These sectors tend to drive consistent hiring at this level because their client relationships require sustained, knowledgeable service over time rather than one-time transactions, making experienced associates central to retention and growth.