Client Experience Specialist — Financial Services

00015 Ameriprise Financial Services, LLC.; Hollidaysburg (Blair County); On-site; USD 38,000 - 54,000; Full time

Job summary

Ameriprise Financial Services, LLC. in Hollidaysburg, PA is seeking a Client Service Specialist who will handle front desk administrative duties and support one or more advisors, guiding clients through the intake and digital experience while maintaining confidentiality and professionalism.

This role offers licensing and career development support, training, and mentoring; individuals who thrive in a fast-paced office environment and excel at client service, data entry, and coordinating meetings

Qualifications

• Associate degree or equivalent; 1-3 years Relevant Experience Required.
• Bachelor's degree or equivalent preferred.

Responsibilities

• General administrative duties: logging/distributing correspondence and check deposits; maintenance for client files; office supply management.
• Reception support: answering phones, greeting clients and prospects.
• Practice support: delivery of Ameriprise Client Experience for clients of one or more practices.
• Scheduling client or prospect appointments; entering client data into applications; addressing client service requests.
• Assisting advisor in preparation or follow-up to meetings; supporting marketing programs.

Education

Associate degree (2-year) or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC. in Hollidaysburg, PA is seeking a Client Service Specialist who will handle front desk administrative duties and support one or more advisors, guiding clients through the intake and digital experience while maintaining confidentiality and professionalism.

This role offers licensing and career development support, training, and mentoring; individuals who thrive in a fast-paced office environment and excel at client service, data entry, and coordinating meetings