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About the Role

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 effectively develop to reach your full potential!

Responsibilities

Conduct administrative responsibilities for front desk support.
Provide practice management support for one or more advisors or leaders.
Log and distribute correspondence and check deposits.
Maintain office of supervisory jurisdiction and client files.
Manage office supplies and equipment.
Process expense submissions, tracking, and approvals.
Initiate maintenance requests.
Schedule wholesalers and support branch seminar series/events.
Provide reception support, including answering phones and greeting clients/prospects.
Deliver the Ameriprise Client Experience for clients.
Schedule client or prospect appointments.
Enter client data into various applications.
Supervise progress versus practice goals.
Address client service requests.
Establish new clients with Ameriprise, including introducing the digital experience.
Assist advisors in preparation or follow-up to client or prospect meetings.
Support the practice's marketing programs (events, go-social, MOD, etc.).

Requirements

Associate (2-year) degree or equivalent.
1-3 years of relevant experience.
Ability to maintain confidentiality.
Ability to demonstrate professionalism.
Ability to operate under limited/minimal direction.
Excellent interpersonal skills to interact effectively with clients.
Effective written and oral communication skills.
Ability to function in a fast-paced environment.
Ability to maintain operational quality.
Ability to balance multiple priorities.
Understanding of a financial advisor's practice.

Skills

Interpersonal skills
Written communication skills
Oral communication skills
Client service

Work Type

Full-time

Experience Level

1-3 years Relevant Experience

Education Level

Associate (2-year) degree or equivalent
Bachelors degree or equivalent

Salary/Compensations

$54,600 - $75,100 / year

Benefits

Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance

About the Company

Diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Team of 22,000 people across 19 countries.
Serves more than 3.5 million individual, small business and institutional clients.
Longstanding leader in financial planning and advice, a global asset manager and an insurer.
Unwavering focus on clients and strong financial foundation connects each of its unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
Fosters meaningful careers, invests in the future, and makes a difference for clients, institutions and communities around the world.

Equal Opportunity

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.