Client Experience & Practice Support Specialist

Ameriprise Financia; Bloomfield Hills (MI); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

In-office collaboration

Job summary

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role includes handling administrative duties, client interactions, and supporting marketing efforts to enhance the client experience.

The position emphasizes confidentiality, professionalism, and the ability to manage multiple tasks in a fast-paced office environment, with in-office collaboration as part of daily workflow.

Qualifications

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

Responsibilities

• Front desk support: answer phones, greet clients, and manage reception duties.
• Handle administrative tasks: logging/distributing correspondence, deposits, and expense submissions.
• Office maintenance and equipment upkeep; process maintenance requests.
• Schedule client/prospect appointments and support advisors’ meetings.
• Enter client data into applications and support marketing programs.

Skills

Administrative support

Customer service

Communication skills

Confidentiality

Education

Associate degree

Bachelor’s degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role includes handling administrative duties, client interactions, and supporting marketing efforts to enhance the client experience.

The position emphasizes confidentiality, professionalism, and the ability to manage multiple tasks in a fast-paced office environment, with in-office collaboration as part of daily workflow.