Client Experience Specialist – Financial Services

Ameriprise Financial; Gilbert (AZ); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk operations and provide practice management support for one or more advisors or leaders in Gilbert, AZ. The role includes intake of client information, scheduling, and coordinating events and marketing activities.

Ideal candidates have an Associate degree or equivalent, 1–3 years of relevant experience, and the ability to maintain confidentiality while delivering professional service.

Qualifications

• Must maintain confidentiality in client interactions and data handling.
• Excellent interpersonal skills to interact with clients and team members.
• Strong written and oral communication abilities for documentation and client{

Responsibilities

• Perform general administrative duties: front desk support, file maintenance, and office supply management.
• Schedule client/prospect appointments and manage data entry in applicable applications.
• Support practice marketing programs and events as needed.
• Assist advisors with preparation and follow-up for meetings and digital client experiences.

Skills

Confidentiality

Interpersonal skills

Written and oral communication

Time management/Multi-tasking

Understanding of financial advisor’spr

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk operations and provide practice management support for one or more advisors or leaders in Gilbert, AZ. The role includes intake of client information, scheduling, and coordinating events and marketing activities.

Ideal candidates have an Associate degree or equivalent, 1–3 years of relevant experience, and the ability to maintain confidentiality while delivering professional service.