Client Experience & Practice Support Specialist

Ameriprise Financial Services, LLC; Bloomfield Hills (MI); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for advisors or leaders. The role involves greeting clients, coordinating appointments, and maintaining client files in a busy, client-focused environment.

You will support marketing activities, client experience initiatives, and collaborate with teams to ensure smooth operations.

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.
• Effective shown written and oral communication skills.

Responsibilities

• General administrative duties including logging/distributing correspondence and check deposits, and office supply management.
• Reception support: answering phones, greeting clients and prospects.
• Practice support: appointment scheduling, client data entry, and assisting advisors with client meetings and events.

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for advisors or leaders. The role involves greeting clients, coordinating appointments, and maintaining client files in a busy, client-focused environment.

You will support marketing activities, client experience initiatives, and collaborate with teams to ensure smooth operations.