Client Service Specialist
About The Position
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Position Summary We are seeking a dynamic and detail-oriented Client Service Specialist to join our team! In this vital role, you will serve as the primary point of contact for clients, ensuring that they have a positive experience. Your strength in customer service, office administration, and advanced technical skills will help foster strong client relationships and streamline daily operations.
Requirements
- Strong interpersonal and communication skills.
- Excellent organizational and time-management abilities.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams).
- Ability to handle confidential client information with professionalism and discretion.
- Attention to detail and accuracy.
- Professional demeanor and positive attitude.
- Strong problem-solving skills.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Team-oriented with a willingness to support others.
Nice To Haves
- Experience with CRM systems is a plus.
Responsibilities
- Greet clients and visitors in a professional and friendly manner.
- Maintain regular communication with clients regarding appointments, documentation, and service updates.
- Support client onboarding and account maintenance processes.
- Prepare client meeting materials.
- Maintain accurate client records within CRM systems.
- Process incoming and outgoing mail, email, and phone communications.
- Assist with document collection, organization, and secure storage.
- Support compliance and record-keeping requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
