Client Service Associate Jobs in Nevada
Client Service Associate jobs in Nevada are consistently active, with demand concentrated in financial services, banking, and wealth management, and openings ranging from entry-level associate roles to senior relationship support positions. Las Vegas, Henderson, and Reno are the largest hiring metros, home to established employers such as Wells Fargo, Charles Schwab, and Bank of America, all of which maintain significant Nevada operations. The most in-demand specialties include brokerage support, retirement account servicing, and high-net-worth client relations. Find a role that fits below and apply directly.
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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 experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools.At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!
Key Responsibilities
- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
- Prepare and ensure new business paperwork is submitted in good order 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 creating marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Associate (2-year) degree or equivalent.
- 3-5 years Relevant Experience Required.
- Experience working in a client service environment.
- Detail orientated, 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.
Preferred Qualifications
- Bachelors degree or equivalent.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
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 experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools.At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today! Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!
Key Responsibilities
- Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
- Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
- Prepare and ensure new business paperwork is submitted in good order 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 creating marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Required Qualifications
- Associate (2-year) degree or equivalent.
- 3-5 years Relevant Experience Required.
- Experience working in a client service environment.
- Detail orientated, 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.
Preferred Qualifications
- Bachelors degree or equivalent.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
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 10 Client Service Associate Jobs in Nevada
Find roles in Nevada that match your experience and apply in just a few clicks.
Find Client Service Associate JobsClient Service Associate Jobs by City in Nevada
Where Nevada roles are concentrated, by current openings.
Client Service Associate Job Market in Nevada
A snapshot from current Nevada openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
What Nevada Employers Look For
The qualifications that appear most often in client service associate jobs across Nevada.
- FINRA Series 7 or Series 63 license preferred or required by most Nevada financial employers
- Bachelor's degree in business, finance, or a related field strongly preferred
- One to three years of customer service or client-facing experience in financial services
- Proficiency with CRM platforms such as Salesforce or Fiserv banking software
- Strong verbal and written communication skills for client correspondence and escalation handling
- Ability to pass background checks and meet FINRA registration requirements before starting
Client Service Associate Jobs in Nevada: Frequently Asked Questions
How do you become a client service associate in Nevada?
Most client service associate roles in Nevada are in financial services, where employers require or quickly sponsor FINRA licensing, typically the Series 7 and Series 63. You register through FINRA's Central Registration Depository once hired, as Nevada does not issue a separate state license for this role. A bachelor's degree in business or finance is the common baseline, though some firms hire candidates with an associate degree and strong customer service experience and sponsor licensing on the job.
Which companies hire client service associates in Nevada?
Employers hiring client service associates in Nevada right now include Banfield Pet Hospital, BPM, and Gallagher, based on current listings on Migrate Mate as of November 2026. Nevada's large concentration of regional bank branches, independent wealth management firms, and corporate financial operations in Las Vegas and Reno keeps hiring for this role consistent throughout the year.
Which Nevada cities have the most client service associate jobs?
Las Vegas, Reno, and Henderson have the most client service associate openings in Nevada. Las Vegas and Henderson together account for the majority of postings because of the dense concentration of bank branches, brokerage offices, and corporate financial operations tied to the metro, while Reno draws openings from its growing financial technology and regional banking sector in northern Nevada.
Are there remote client service associate jobs in Nevada?
Yes, and they are more common than in many client-facing roles, since a meaningful share of the work, including account inquiries, document processing, and phone-based relationship support, can be done remotely. About 100% of client service associate openings tied to Nevada are remote or hybrid as of November 2026, with fully remote roles most common at national brokerage firms and financial technology companies with Nevada operations.
How can I get hired as a client service associate in Nevada with little or no experience?
The most realistic entry path is a bank teller or personal banker role at a Nevada branch, which builds the account management and compliance knowledge firms look for. Wells Fargo, Bank of America, and regional credit unions such as Greater Nevada Credit Union regularly hire for entry-level client support positions and provide FINRA licensing sponsorship. A completed Nevada community college business program or an associate degree from the College of Southern Nevada strengthens applications, and passing the Securities Industry Essentials exam before applying gives candidates a measurable edge over other first-time applicants.
Where can I find and apply to client service associate jobs in Nevada?
You can find and apply to client service associate jobs in Nevada on Migrate Mate, which lists current Nevada openings across financial services, banking, and wealth management. Search the available roles, find the ones that fit your experience and location, and apply directly to each employer through the listing.
See All 10 Client Service Associate Jobs in Nevada
Find roles in Nevada that match your experience and apply in just a few clicks.
Find Client Service Associate Jobs