Client Experience & Practice Support Specialist

ameriprise; Gilbert (AZ); Hybrid; USD 40,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for one or more advisors. The role emphasizes in-person collaboration with clients, with a mix of in-office and remote work.

The position requires an associate degree or equivalent, 1-3 years of relevant experience, and strong interpersonal and communication skills to maintain confidentiality and professionalism in a fast-paced financial services

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.
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
• Understanding of a financial advisors practice.

Responsibilities

• General administrative duties: logging/distributing correspondence, deposits, file maintenance, supplies, and expense processing.
• Reception support: answering phones, greeting clients and prospects.
• Practice support: scheduling appointments, entering client data, supporting marketing programs and events, and assisting advisors.

Skills

Interpersonal skills

Written and verbal communication

Confidentiality

Adaptability

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for one or more advisors. The role emphasizes in-person collaboration with clients, with a mix of in-office and remote work.

The position requires an associate degree or equivalent, 1-3 years of relevant experience, and strong interpersonal and communication skills to maintain confidentiality and professionalism in a fast-paced financial services