Client Service Specialist

Ameriprise Financial Services, LLC•Hollidaysburg, PA

About The Position

At Ameriprise Financial, the Client Service Specialist provides a personalized client experience and performs administrative front-desk and practice-management support for one or more advisors or leaders. The role includes general office administration and reception, as well as support for advisor practices and their clients. Ameriprise offers training, mentoring, and licensing support to help employees develop their careers.

Requirements

Associate degree (two-year) or equivalent.
1–3 years of relevant experience.
Ability to maintain confidentiality, demonstrate professionalism, and work with limited or minimal direction.
Excellent interpersonal skills for effective interaction with clients.
Effective written and oral communication skills.
Ability to work in a fast-paced environment, maintain operational quality, and balance multiple priorities.
Understanding of a financial advisor’s practice.

Nice To Haves

Bachelor’s degree or equivalent.
Understanding of business basics, including profitability and negotiation.
Ability to work directly with clients to understand and resolve requests, and to communicate informational updates and concerns.

Responsibilities

Log and distribute correspondence and check deposits.
Maintain office of supervisory jurisdiction records and client files.
Manage office supplies and maintain equipment.
Process, track, and obtain approvals for expense submissions.
Initiate maintenance requests.
Schedule wholesalers and support branch seminars and events.
Answer phones during regular business hours and greet clients and prospects.
Deliver the Ameriprise Client Experience to clients of one or more practices.
Schedule client or prospect appointments.
Enter client data into various applications.
Monitor progress against practice goals.
Address client service requests and establish new clients with Ameriprise, including introducing them to the digital experience.
Assist advisors with preparation for and follow-up to client or prospect meetings.
Support practice marketing programs, including events, Go Social, and MOD.