Client Service Specialist

Ameriprise Financial Services, LLC•Lansing, MI

3d•Hybrid

About The Position

At Ameriprise Financial, the Client Service Specialist provides personalized support to clients and helps create a positive client experience. The role is responsible for front-desk administrative support and practice management assistance for one or more advisors or leaders. The company offers training, mentoring, and licensing support for employees interested in career development through licensing.

Requirements

Associate degree (two-year) or equivalent.
1–3 years of relevant experience.
Ability to maintain confidentiality, demonstrate professionalism, and work under limited or minimal direction.
Excellent interpersonal skills to interact effectively 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, resolve, and detail their requests, informational updates, and concerns.

Responsibilities

Answer phones, greet clients, and respond to client service requests as part of reception support.
Perform general administrative duties, including logging correspondence and check deposits, maintaining client files, managing office supplies, processing expense reports, initiating maintenance requests, scheduling wholesalers, and supporting branch seminar events.
Support practice management, including delivering the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments, and entering new and existing client data into applications.
Assist advisors with preparation for and follow-up to client meetings.
Support the practice’s marketing programs, including events, go-social, and MOD.