Client Experience & Office Support Specialist

Ameriprise Financial; Raleigh (NC); On-site; USD 38,000 - 48,000; Full time

Job summary

Ameriprise Financial in Raleigh, NC is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors. You will manage reception, client data entry, schedules, and coordinated events, contributing to a seamless client experience.

The role offers licensing and career development support, in-office collaboration, and a path to advance.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years Relevant Experience Required.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in fast-paced environment, maintain operational quality, balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• Front desk administrative duties: logging/distributing correspondence, check deposits, reception support.
• Reception: answering phones during business hours, greeting clients/prospects.
• Practice support: scheduling client/prospect meetings, entering client data, supporting marketing programs.

Skills

Interpersonal skills

Written and verbal communication

Confidentiality

Professionalism

Multi-tasking

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial in Raleigh, NC is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors. You will manage reception, client data entry, schedules, and coordinated events, contributing to a seamless client experience.

The role offers licensing and career development support, in-office collaboration, and a path to advance.