Client Experience & Practice Support

Ameriprise Financial Services, LLC; Barrington (IL); Hybrid; USD 48,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Dental insurance

Life insurance

Paid vacation

Paid sick time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk administrative support and practice management assistance for one or more advisors. This role includes licensing support and career development opportunities.

Responsibilities include reception duties, data entry, scheduling and client communications, and helping execute the Ameriprise Client Experience. In-office collaboration is required most weeks.

Qualifications

• Associate (2-year) Degree Or Equivalent.
• 1-3 years Relevant Experience Required.
• Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Ability to function in fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor's practice.
• Bachelor's Degree Or Equivalent.

Responsibilities

• General administrative duties: logging/distributing correspondence and check deposits, office supply management, processing expense submissions and approvals, maintenance requests, and scheduling events.
• Reception support: answering phones during business hours, greeting clients and prospects.
• Delivery of Ameriprise Client Experience for clients of one or more practices.
• Scheduling client or prospect appointments, entering client data into various applications, supporting progress toward practice goals, addressing client service requests, onboarding new clients and introducing the digital experience, assisting advisor in preparation or follow-up to meetings.
• Supporting the practice's marketing programs (events, go-social, MOD, etc.).

Skills

Interpersonal skills

Confidentiality

Professionalism

Fast-paced work

Understanding of financial advisor's/​

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk administrative support and practice management assistance for one or more advisors. This role includes licensing support and career development opportunities.

Responsibilities include reception duties, data entry, scheduling and client communications, and helping execute the Ameriprise Client Experience. In-office collaboration is required most weeks.