Client Experience & Practice Support Specialist

Ameriprise Financial Services, LLC; Bloomfield Hills (MI); On-site; USD 40,000 - 52,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. The role focuses on delivering a personalized client experience and coordinating general office duties.

The position offers licensing opportunities, mentorship, and career development to help you reach your full potential. In-office collaboration is valued, with four days on-site and one day remote per week.

Qualifications

• Associate degree or equivalent required.
• 1–3 years relevant experience required.
• Maintain confidentiality and professionalism.
• Excellent interpersonal and written/oral communication skills.
• Ability to function in a fast-paced environment and manage multiple priorities.
• Understanding of a financial advisor practice.

Responsibilities

• General administrative duties and front desk support.
• Practice management support for one or more advisors.

Skills

Interpersonal skills

Communication

Professionalism

Confidentiality

Multi-tasking

Financial services knowledge

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. The role focuses on delivering a personalized client experience and coordinating general office duties.

The position offers licensing opportunities, mentorship, and career development to help you reach your full potential. In-office collaboration is valued, with four days on-site and one day remote per week.