Client Experience Specialist - Financial Services

Ameriprise Financial; Deerfield (IL); Hybrid; USD 53,400 - 71,200; Full time

Job summary

Ameriprise Financial in Deerfield, IL, is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will perform general administrative duties, manage client files, process deposits, and support scheduling of seminars and meetings.

The role offers in-office collaboration with licensing support for career development and a base salary in the provided range.

Qualifications

• Associate degree or equivalent required.
• 1–3 years relevant experience required.
• Able to maintain confidentiality and professionalism.
• Excellent written and verbal communication skills.

Responsibilities

• General administrative duties and client file maintenance.
• Greeting clients, answering phones, and scheduling appointments.
• Support advisors with client data entry and digital onboarding.
• Coordinate office supplies and seminar/events logistics.

Skills

Interpersonal skills

Written communication

Verbal communication

Confidentiality

Multitasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial in Deerfield, IL, is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will perform general administrative duties, manage client files, process deposits, and support scheduling of seminars and meetings.

The role offers in-office collaboration with licensing support for career development and a base salary in the provided range.