Client Experience Specialist - Financial Services

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

Benefits offered by this job

401(k)

Health/dental/life insurance

Vacation and sick leave

Hybrid work arrangement

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will assist with client services, scheduling, and data entry across applications while supporting marketing programs and digital client experiences.

We offer licensing and career development opportunities, mentoring, and a culture focused on helping clients and advisors. This is a full-time, in-office role with a collaborative, client-centric environment.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
• Excellent interpersonal, written and oral communication skills.
• Ability to balance multiple priorities in a fast-paced environment.

Responsibilities

• Provide front desk reception and practice management support for one or more advisors or leaders.
• Schedule client or prospect appointments and enter client data into various applications.
• Support marketing programs and client experience initiatives for the practice.

Skills

Interpersonal skills

Written communication

Oral communication

Confidentiality

Professionalism

Multitasking

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will assist with client services, scheduling, and data entry across applications while supporting marketing programs and digital client experiences.

We offer licensing and career development opportunities, mentoring, and a culture focused on helping clients and advisors. This is a full-time, in-office role with a collaborative, client-centric environment.