Client Experience & Practice Support Specialist

Threadneedle group; Deerfield (IL); On-site; USD 53,400 - 71,200; 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. You will assist with client communications, scheduling, and data entry, while contributing to a positive client experience.

The role emphasizes in-office collaboration, licensing opportunities, and a commitment to professional development within a large financial services organization.

Qualifications

• Associate degree or equivalent required.
• 1–3 years of relevant experience required.
• Ability to maintain confidentiality and professionalism.
• Excellent interpersonal and communication skills.
• Ability to operate with limited direction.
• Understanding of a financial advisor's practice.

Responsibilities

• Perform front desk admin duties and manage client files.
• Provide practice support for one or more advisors, including scheduling and client data entry.

Skills

Interpersonal skills

Written & verbal communication

Confidentiality

Multitasking

Customer service

Education

Associate degree

Bachelor's degree

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. You will assist with client communications, scheduling, and data entry, while contributing to a positive client experience.

The role emphasizes in-office collaboration, licensing opportunities, and a commitment to professional development within a large financial services organization.