Client Experience & Admin Specialist (Financial Services)

ameriprise; Akron (OH); Hybrid; USD 48,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors. The role focuses on delivering a personalized client experience and supporting licensing and career development.

In-office collaboration is emphasized with four days in the office and one day remote per week; base pay ranges with bonus potential are noted.

Qualifications

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

Responsibilities

• Perform front desk administrative duties and client-facing reception support.
• Provide practice management support for one or more advisors or leaders.
• Assist in processing client data, scheduling meetings, and supporting marketing programs.

Skills

Confidentiality and professionalism

Interpersonal skills

Written and oral communication

Multi-tasking in fast-paced env

Understanding of a financial advisor's

Education

Associate degree or equivalent

Bachelor's degree (preferred)

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors. The role focuses on delivering a personalized client experience and supporting licensing and career development.

In-office collaboration is emphasized with four days in the office and one day remote per week; base pay ranges with bonus potential are noted.