Client Experience Specialist

00015 Ameriprise Financial Services, LLC.; Fort Lauderdale (FL); Hybrid; USD 38,000 - 52,000; 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 log and distribute correspondence, assist with client data entry, and support branch events.

We offer training, mentoring and licensing support to help you develop toward your full potential, with in-office collaboration and a hybrid schedule that includes one remote day per week.

Qualifications

• Associate degree or equivalent and 1-3 years relevant experience.
• Able to maintain confidentiality and professionalism.
• Excellent written and verbal communication skills.
• Ability to handle multiple priorities in a fast-paced environment.

Responsibilities

• General administrative duties at the front desk and office support for advisors.
• Reception tasks: answer phones, greet clients, and manage schedules.
• Support practice management: enter client data, coordinate meetings, and events.
• Assist marketing programs and office operations as needed.

Skills

Interpersonal skills

Written and oral communication

Multitasking in fast-paced env

Financial services knowledge

Education

Associate degree or equivalent

Bachelor's degree preferred

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 log and distribute correspondence, assist with client data entry, and support branch events.

We offer training, mentoring and licensing support to help you develop toward your full potential, with in-office collaboration and a hybrid schedule that includes one remote day per week.