Client Services Manager/Administrative Assistant

Ameriprise•Dublin, OH

19h•Onsite

About The Position

At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged. This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business. Step into an instrumental role at the heart of a fast-paced, client-focused financial planning office. As an Administrative Assistant, you will help ensure the practice operates efficiently while delivering a high-touch, personalized experience that sets us apart. You’ll work closely with financial advisors, clients, and the home office—acting as both an operational anchor and a relationship builder.

Requirements

3+ years of client service or administrative experience
Exceptional attention to detail and strong organizational skills
Proactive, self-starter mentality with the ability to anticipate needs
Strong communication skills and a polished, professional presence
Ability to manage multiple priorities in a fast-paced environment
Positive attitude with a desire to learn and grow

Nice To Haves

Ameriprise Financial previous experience preferred

Responsibilities

Serve as a primary point of contact for clients, delivering responsive and professional service
Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
Manage daily office workflow to ensure smooth, efficient operations
Coordinate calendars, schedule meetings, and proactively support advisor priorities
Prepare and maintain client profiles, open accounts, and process transfers
Handle transaction requests and coordinate with the home office when needed
Schedule client and prospect meetings
Support initiatives that drive client engagement and long-term growth