Client Service Specialist

Ameriprise Financial-posted 16 days ago
$25 - $34/Yr
Full-time • Entry Level
San Diego, CA
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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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 enjoy crafting 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. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. 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 reach your full potential!

  • Responsible for reception support including answering phones, greeting clients and addressing client service requests.
  • General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.
  • Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
  • Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).
  • Associate (2-year) degree or equivalent.
  • 1-3 years relevant experience required.
  • Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
  • Excellent interpersonal skills to interact efficiently with clients.
  • Effective shown written and oral communication skills.
  • Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
  • Understanding of a financial advisors practice.
  • vacation time
  • sick time
  • 401(k)
  • health, dental and life insurances
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