Client Experience Specialist – Financial Services

RiverSource Life Insurance Company; Northern (KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to support front desk operations and practice management for one or more advisors. The role emphasizes confidentiality, professionalism, and excellent communication with clients.

In-office collaboration is emphasized; the team operates with four in-office days per week and one remote day, with licensing support available for career development.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and professionalism.

Responsibilities

• Handle front desk and reception duties including greeting clients and answering phones.
• Provide practice management support for one or more advisors or leaders.
• Support licensing processes and client data entry across applications.

Skills

Interpersonal skills

Communication skills

Multitasking

Confidentiality

Professionalism

Adaptability

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to support front desk operations and practice management for one or more advisors. The role emphasizes confidentiality, professionalism, and excellent communication with clients.

In-office collaboration is emphasized; the team operates with four in-office days per week and one remote day, with licensing support available for career development.