Client Experience Specialist — Financial Services

Ameriprise Financial Services, LLC; Town of Deerfield (WI); Hybrid; USD 53,000 - 71,000; Full time

Job summary

Ameriprise Financial Services, LLC in Wisconsin is seeking a Client Service Specialist to handle front desk administration, greet clients, manage check deposits and correspondence, and provide practical support for one or more financial advisors. This role emphasizes accuracy, discretion, and a proactive customer-friendly approach.

You will be supported in licensing and career development through training and mentorship, with flexible in-office collaboration.

Qualifications

• Associate degree or equivalent required.
• 1–3 years relevant experience.
• Ability to maintain confidentiality and professionalism in a fast-paced environment.

Responsibilities

• Front desk administration and reception duties; log and distribute correspondence, manage client files, and coordinate office operations.
• Provide practice management support for one or more advisors and assist with scheduling, client data entry, and event coordination.

Skills

Interpersonal skills

Written and oral communication

Multi-tasking

Professionalism

Discretion / confidentiality

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Job description

Ameriprise Financial Services, LLC in Wisconsin is seeking a Client Service Specialist to handle front desk administration, greet clients, manage check deposits and correspondence, and provide practical support for one or more financial advisors. This role emphasizes accuracy, discretion, and a proactive customer-friendly approach.

You will be supported in licensing and career development through training and mentorship, with flexible in-office collaboration.