Client Service Specialist
About The Position
The Client Service Specialist provides front desk support and practice management assistance for one or more financial advisors or leaders at Ameriprise Financial. The role supports a personalized client experience through reception, administrative work, client service, appointment coordination, and assistance with client meetings and practice marketing. Ameriprise offers training, mentoring, and licensing support for career development. Employees work in the office at least four days per week, with flexibility to work from home one day per week; some roles may have different or additional in-office expectations.
Requirements
- Associate (two-year) degree or equivalent.
- One to three years of relevant experience.
- Ability to maintain confidentiality, demonstrate professionalism, and work under limited or minimal direction.
- Excellent interpersonal skills for interacting 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 document their requests, informational updates, and concerns.
Responsibilities
- Provide reception support by answering phones, greeting clients, and addressing client service requests.
- Perform administrative duties, which may include 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 delivery of the Ameriprise Client Experience and introduce clients to the digital experience.
- Schedule client appointments and enter new and existing client data into various applications.
- Assist advisors with preparation for and follow-up to client meetings.
- Support the practice’s marketing programs, including events, go-social, and MOD.
Benefits
- Training, mentoring, and licensing support for career development.
- Flexibility to work from home one day per week.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
