Client Experience & Practice Support Specialist

Threadneedle group; Town of Florida (NY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid option: 1 day remote

Equal opportunity employer

Job summary

Ameriprise Financial is seeking a Client Service Specialist for the Ameriprise Advisor Group in Fort Lauderdale, FL. This on-site role handles front desk and practice management support for one or more advisors, with licensing support and career development opportunities.

The position requires an associate degree or equivalent, 1-3 years of relevant experience, strong confidentiality, professionalism, and excellent written and oral communication.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and demonstrate professionalism.
• Excellent interpersonal, written and oral communication skills.
• Ability to operate in a fast-paced environment and balance multiple priorities.

Responsibilities

• General administrative duties at front desk and for office operations.
• Reception support: answer phones, greet clients, manage client files and visits.
• Support for one or more advisors including client data entry and scheduling.
• Assist with practice management tasks and marketing events supporting client experience.

Skills

Interpersonal skills

Written and verbal communication

Confidentiality

Professionalism

multitasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist for the Ameriprise Advisor Group in Fort Lauderdale, FL. This on-site role handles front desk and practice management support for one or more advisors, with licensing support and career development opportunities.

The position requires an associate degree or equivalent, 1-3 years of relevant experience, strong confidentiality, professionalism, and excellent written and oral communication.