TN Visa Client Service Associate Jobs
Client Service Associate roles qualify for TN visa sponsorship under the USMCA when the position requires a bachelor's degree in a specialty field such as business administration, finance, or economics. Canadian citizens can apply at the border with an employer offer letter; Mexican citizens go through consular processing.
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Get Access To All JobsAbout 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(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents 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.
- 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 prioritize effectively. Able to independently work with minimal direct 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:
- 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.
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(s) 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, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
- Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
- Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
- Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents 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.
- 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 prioritize effectively. Able to independently work with minimal direct 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:
- 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.
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 152+ Client Service Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Service Associate roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Client Service Associate
Frame your degree against the job description
TN eligibility hinges on your degree field matching the role's stated requirements. Before applying, confirm the posting specifies a bachelor's degree in business, finance, or a related discipline, not just a preference.
Request an explicit specialty occupation statement
Ask your hiring manager to include a line in the offer letter stating the position requires a bachelor's degree in a specific field. CBP officers at the Canadian border look for this language directly.
Target financial services and wealth management firms
Banks, brokerage houses, and asset managers routinely hire Client Service Associates and have established TN filing processes. Roles tied to FINRA-licensed teams are more likely to carry formal sponsorship infrastructure.
Use Migrate Mate to find TN-ready employers
Search Migrate Mate to filter Client Service Associate postings from employers with active TN visa sponsorship history. That narrows your list to companies already familiar with the documentation and timeline.
Prepare your credential package before the offer stage
Gather your official transcripts, degree certificate, and any professional designations early. Canadian applicants processing at the border can be turned away for missing documents, and delays cost you the start date.
Understand the Mexican consular appointment timeline
Mexican citizens apply for TN status through a U.S. consulate and face appointment wait times that vary by location. Factor four to eight weeks of processing time into your negotiated start date with the employer.
Client Service Associate jobs are hiring across the US. Find yours.
Find Client Service Associate JobsClient Service Associate TN Visa: Frequently Asked Questions
Does a Client Service Associate role actually qualify for a TN visa?
It can, but the job description has to specify a bachelor's degree in a field like business administration, finance, or economics as a requirement, not just a preference. Roles that accept any degree regardless of field, or that substitute experience alone, are harder to support under TN. The offer letter and job duties need to reflect a specialty occupation clearly.
How does the TN visa compare to H-1B for Client Service Associate positions?
TN has no annual lottery, no cap for Canadian citizens, and can be approved at the border in a single day for Canadians. H-1B requires a lottery entry in March, a months-long USCIS adjudication, and an October 1 start date at the earliest. For a Client Service Associate with a qualifying degree, TN is faster and more predictable than H-1B in most cases.
Where can I find Client Service Associate jobs that sponsor TN visas?
Migrate Mate lists Client Service Associate roles from employers with confirmed TN visa sponsorship history, so you can skip the back-and-forth of asking recruiters whether sponsorship is available. Filtering by role and visa type surfaces companies already set up to support the process.
What documents does my employer need to provide for my TN application?
Your employer needs to provide a signed offer letter on company letterhead that states your job title, a description of your duties, your required qualifications, your start date, and your compensation. The letter should explicitly reference that the position requires a bachelor's degree in a specific field. Canadian applicants present this at the port of entry alongside their own credentials.
Can a Mexican citizen get TN status for a Client Service Associate job the same way a Canadian can?
Not quite. Canadians can present their TN application directly at a port of entry and receive a decision the same day. Mexican citizens must apply for a TN visa at a U.S. consulate in Mexico, which involves scheduling an appointment, attending an interview, and waiting for visa issuance before traveling to start work.
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