Client Experience Specialist

Ameriprise Financial Services, LLC; Fort Lauderdale (FL); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to manage front desk administrative duties and provide practice management support for one or more advisors. You’ll help with client experiences, data entry, and coordinating meetings while exploring licensing opportunities for career development.

The role emphasizes in-office collaboration, with employees generally working in the office most days and some flexibility for remote work.

Qualifications

• Associate degree or equivalent (2-year) required.
• 1-3 years relevant experience required.
• Maintain confidentiality, professionalism, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in a fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor’s practice.

Responsibilities

• General administrative duties: logging/distributing correspondence and deposits, office file maintenance, supply management, expense submissions and maintenance requests, and receptionist duties (phones, greeting clients).
• Practice support: scheduling client/prospect appointments, entering client data, tracking progress vs. goals, handling client service requests, onboarding new clients, and supporting marketing programs.

Skills

Interpersonal skills

Communication

Confidentiality

Professionalism

Multitasking

Financial services knowledge

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to manage front desk administrative duties and provide practice management support for one or more advisors. You’ll help with client experiences, data entry, and coordinating meetings while exploring licensing opportunities for career development.

The role emphasizes in-office collaboration, with employees generally working in the office most days and some flexibility for remote work.