Client Experience Specialist for Financial Advisory

Ameriprise Financial Services, LLC; Overland Park (KS); On-site; USD 25,000 - 39,000; Part time

Job summary

Ameriprise Financial Services, LLC is seeking a part-time Client Service Associate to support a financial advisory office in the Kansas City metro area. You will assist in daily operations, manage client interactions, and help organize client meetings and seminars.

You will maintain client records, coordinate scheduling, and respond to client inquiries, ensuring accurate account setup and a high standard of service. Strong organizational skills and compliance awareness are essential.

Qualifications

• College degree or higher in Finance or Mathematics.
• 2+ years of similar experience.
• Part-time availability in the Kansas City metropolitan area.
• Experience delivering client-centric service preferred.

Responsibilities

• Assist in daily office operations and workflow.
• Support client relationship management and answer client questions.
• Set up and maintain client management systems.
• Coordinate client meetings and seminars.
• Ensure compliance with applicable standards and regulations.

Skills

Attention to detail

Client communication

Time management

Multi-tasking

Regulatory awareness

Professional demeanor

Education

Finance/Mathematics degree

2+ years of similar experience

Tools

CRM experience

Job description

Ameriprise Financial Services, LLC is seeking a part-time Client Service Associate to support a financial advisory office in the Kansas City metro area. You will assist in daily operations, manage client interactions, and help organize client meetings and seminars.

You will maintain client records, coordinate scheduling, and respond to client inquiries, ensuring accurate account setup and a high standard of service. Strong organizational skills and compliance awareness are essential.