Client Experience Coordinator (Finance & Advisory)

Threadneedle group; Akron (OH); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Healthcare benefits

Dental and life insurance

401(k) plan

Paid vacation and sick time

Job summary

Ameriprise Financial's Client Service Specialist role focuses on front desk support and practice management for one or more advisors. You will handle all administrative duties, greet clients, process deposits, maintain files, and support office operations.

The position offers licensing support and training to advance your career, with in-office collaboration and a base salary range of $47,500–$65,300 per year. Most roles include bonus opportunities and a full benefits package.

Qualifications

• Associate degree or equivalent required.
• 1–3 years of relevant experience required.
• Ability to maintain confidentiality and professionalism.
• Excellent written and oral communication.

Responsibilities

• General front desk administrative duties and reception support.
• Practice management support for one or more advisors; scheduling and client data entry.

Skills

Interpersonal skills

Written & verbal communication

Confidentiality

Professionalism

Multitasking

Education

Associate degree

Bachelor’s degree (preferred)

Job description

Ameriprise Financial's Client Service Specialist role focuses on front desk support and practice management for one or more advisors. You will handle all administrative duties, greet clients, process deposits, maintain files, and support office operations.

The position offers licensing support and training to advance your career, with in-office collaboration and a base salary range of $47,500–$65,300 per year. Most roles include bonus opportunities and a full benefits package.