Client Experience Specialist — Financial Advisory Support

Ameriprise Financial Services, LLC; Fort Lauderdale (FL); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Ameriprise Financial Services, LLC is committed to delivering a personalized experience for clients. As a Client Service Specialist, you will handle all administrative duties for front desk support and provide practice management support for one or more advisors.

We support your career growth through licensing, training and mentoring—helping you reach your full potential and advance with licensing support.

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 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 including logging/distributing correspondence and check deposits.
• Office supply management and maintenance of equipment.
• Processing expense submissions, tracking, approvals.
• Initiating maintenance requests, schedule wholesalers and support branch seminar series/events.
• Reception support: answering phones during regular business hours, greeting clients/prospects.

Skills

Confidentiality

Professionalism

Interpersonal skills

Written & Oral Communication

Multi-tasking

Financial advisor practice

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is committed to delivering a personalized experience for clients. As a Client Service Specialist, you will handle all administrative duties for front desk support and provide practice management support for one or more advisors.

We support your career growth through licensing, training and mentoring—helping you reach your full potential and advance with licensing support.