Client Experience Specialist - Financial Services

Ameriprise Financial; Barrington (IL); Hybrid; USD 48,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and provide practice management support for advisors. You will manage client interactions, scheduling, and data entry while assisting in marketing programs and events to enhance client experiences.

Qualifications include an associate degree or equivalent and 1-3 years of relevant experience. Strong confidentiality, professionalism, and communication skills are essential to succeed in this fast-paced,

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and professionalism.
• Excellent interpersonal and written/oral communication skills.
• Ability to function with limited direction.
• Understanding of a financial advisor's practice.

Responsibilities

• Perform front desk and administrative duties.
• Support practice management for one or more advisors.
• Schedule client or prospect appointments.
• Enter client data into various applications and maintain client files.
• Support the practice's marketing programs and events.

Skills

Interpersonal skills

Communication skills

Professionalism

Discretion

Client service

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and provide practice management support for advisors. You will manage client interactions, scheduling, and data entry while assisting in marketing programs and events to enhance client experiences.

Qualifications include an associate degree or equivalent and 1-3 years of relevant experience. Strong confidentiality, professionalism, and communication skills are essential to succeed in this fast-paced,