Client Experience & Admin Specialist

Jambalaya Group; Gilbert (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial in Gilbert, AZ seeks a Client Service Specialist to perform front desk administration and practice support for one or more advisors. You will handle reception, scheduling, data entry, and client communications, helping deliver a seamless client experience.

The role offers in-office collaboration with licensing training and career development opportunities, and requires a professional, confidential approach in a fast-paced financial services environment.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Able to maintain confidentiality, professionalism, and operate with limited direction.
• Excellent interpersonal and written/oral communication skills.
• Ability to function in a fast-paced environment and balance priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence and deposits, office maintenance, and reception support.
• Practice support: scheduling client/prospect appointments and entering client data, supporting marketing programs.

Skills

Interpersonal skills

Written communication

Oral communication

Confidentiality

Financial services experience

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial in Gilbert, AZ seeks a Client Service Specialist to perform front desk administration and practice support for one or more advisors. You will handle reception, scheduling, data entry, and client communications, helping deliver a seamless client experience.

The role offers in-office collaboration with licensing training and career development opportunities, and requires a professional, confidential approach in a fast-paced financial services environment.