Client Experience Specialist — Financial Services

Ameriprise Financial Services, LLC; Columbus (OH); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role emphasizes patient client service, efficient office operations, and collaboration with the team.

We support career development through training and licensing, with in-office collaboration as the foundation for delivering exceptional client experiences.

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.
• Understanding of a financial advisor's practice.
• Bachelor's degree or equivalent preferred.
• Understanding of business basics (profitability, negotiation) and ability to work with clients.

Responsibilities

• General administrative duties at front desk: logging/distributing correspondence and check deposits, office supply management.
• Reception support: answering phones during business hours, greeting clients and prospects.
• Practice support: scheduling client or prospect appointments, entering client data in applications, managing progress vs. goals.
• Support the practice's marketing programs and events.
• Assist advisor in meeting preparations and follow-up with clients.

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role emphasizes patient client service, efficient office operations, and collaboration with the team.

We support career development through training and licensing, with in-office collaboration as the foundation for delivering exceptional client experiences.