Client Experience & Service Specialist

Ameriprise Financial; Fort Lauderdale (FL); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

In-office collaboration

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle administrative duties at the front desk and provide practice management support for one or more advisors. The role includes reception tasks, data entry, and assisting with client engagements.

The position offers in-office collaboration with some flexibility for remote work, and opportunities for licensing and career development within the Ameriprise Advisor Group.

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.
• Written and oral communication skills.
• Ability to function in a fast-paced environment, maintain operational quality, and balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• Perform general administrative duties including logging and distributing correspondence and check deposits.
• Maintain files for the office of supervisory jurisdiction and client files.
• Manage office supplies and equipment maintenance.
• Process expense submissions, tracking and approvals.
• Schedule seminars and branch events.
• Provide reception support: answer phones, greet clients and prospects.
• Assist advisors with client data entry, meetings, and preparation for client/prospect meetings.
• Support marketing programs for the practice (events, go-social, MOD, etc.).

Skills

Interpersonal skills

Written and verbal communication

Confidentiality

Professionalism

Multitasking

Education

Associate (2-year) degree or equivalent

Bachelor's degree or equivalent

Tools

Office software

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle administrative duties at the front desk and provide practice management support for one or more advisors. The role includes reception tasks, data entry, and assisting with client engagements.

The position offers in-office collaboration with some flexibility for remote work, and opportunities for licensing and career development within the Ameriprise Advisor Group.