Client Experience & Admin Support Specialist

Ameriprise Financial; Baytown (TX); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Vacation time

Sick time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle all administrative duties for front desk support and provide practice management support for one or more advisors or leaders. We support career development through training, mentoring and licensing — it's all about helping you effectively develop to reach your full potential.

Our office expects in-person collaboration four days a week with one day remote, plus a robust benefits package including health, dental and life

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Able to maintain confidentiality, demonstrate professionalism and operate with minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in a fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor’s practice.

Responsibilities

• General administrative duties: front desk support, correspondence handling, check deposits, office supply management, and scheduling/seminars.
• Practice support: client data entry, appointments, progress toward practice goals, client service requests, and onboarding new clients.

Skills

Interpersonal skills

Communication

Confidentiality

Fast-paced environment

Professionalism

Multi-tasking

Education

Associate degree

Bachelor’s degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle all administrative duties for front desk support and provide practice management support for one or more advisors or leaders. We support career development through training, mentoring and licensing — it's all about helping you effectively develop to reach your full potential.

Our office expects in-person collaboration four days a week with one day remote, plus a robust benefits package including health, dental and life