Shiann Her

Client Service Associate in Training @Ameriprise Financial Services, LLC

Minneapolis, MN, US

As a Client Service Associate in Training at Ameriprise Financial, I am part of a structured development program designed to build foundational skills in client relationship management, financial planning operations, and regulatory compliance. This role provides hands-on experience supporting a team of financial advisors while gaining insight into the end-to-end client experience.Key Responsibilities:Assist in managing client accounts, preparing reports, and supporting onboarding and servicing tasks.Provide high-quality administrative and operational support to financial advisors and clients.Learn and apply Ameriprise systems, compliance standards, and financial planning tools.Communicate with clients to gather documentation, schedule meetings, and address service needs.Collaborate with internal departments to resolve account issues and ensure smooth operations.Currently preparing for the SIE, Series 7, and Series 66 exams, as well as Health and Life Insurance licensing, to further support my development toward becoming a licensed financial professional.

University of Wisconsin-Madison

Personal Finance