Client Experience & Practice Support Specialist

Ameriprise Financial Services, LLC; Akron (OH); On-site; USD 48,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk and practice management support for one or more advisors. The role includes reception, client data entry, and coordinating events while supporting licensing and career development opportunities.

The position emphasizes in-office collaboration, with a home-work balance by design. A two-year degree and 1–3 years of experience are preferred, along with strong communication and confidentiality.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience.
• Maintain confidentiality, professionalism, operate with limited direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in a fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence and deposits; office supply management; processing expense submissions; scheduling and event support; reception duties.
• Practice support: client experiences, scheduling, entering client data, supporting marketing programs, and coordinating meetings.

Skills

Interpersonal skills

Written and oral communication

Confidentiality

Multitasking

Understanding of a financial advisor's

Education

Associate (2-year) degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk and practice management support for one or more advisors. The role includes reception, client data entry, and coordinating events while supporting licensing and career development opportunities.

The position emphasizes in-office collaboration, with a home-work balance by design. A two-year degree and 1–3 years of experience are preferred, along with strong communication and confidentiality.