Client Experience Specialist - Financial Services

00015 Ameriprise Financial Services, LLC.; Barrington (IL); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental

Life insurances

Job summary

Ameriprise Financial is seeking an administrative support professional to handle general duties, reception, data entry, and client service across the practice. You will assist in scheduling, maintaining client files, and supporting marketing efforts in a collaborative office setting.

The role emphasizes confidentiality, professionalism, and the ability to manage multiple tasks in a fast-paced environment, with base pay reflecting a structured compensation philosophy and benefits package.

Qualifications

• Associate (2-year) degree or equivalent 1-3 years Relevant Experience Required
• 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, balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence and check deposits, office maintenance and equipment.
• Reception support: answering phones during business hours, greeting clients and prospects.
• Practice support: delivering Ameriprise Client Experience for clients of one or more practices.
• Scheduling client or prospect appointments and entering client data into applications; supporting advisor prep.
• Support the practice's marketing programs and events.

Skills

Communication

Interpersonal skills

Confidentiality

Multitasking

Professionalism

Education

Associate degree

Tools

CRM software

Microsoft Office

Job description

Ameriprise Financial is seeking an administrative support professional to handle general duties, reception, data entry, and client service across the practice. You will assist in scheduling, maintaining client files, and supporting marketing efforts in a collaborative office setting.

The role emphasizes confidentiality, professionalism, and the ability to manage multiple tasks in a fast-paced environment, with base pay reflecting a structured compensation philosophy and benefits package.