Client Experience Specialist: Front Desk & Practice Support

Ameriprise Financial Services, LLC; Raleigh (NC); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

In-office collaboration

Hybrid work flexibility

Job summary

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. You will perform general administrative duties and help deliver the Ameriprise Client Experience.

In-office collaboration is expected with a hybrid schedule (in-office at least four days per week, one day from home). A two-year associate degree and 1–3 years relevant experience are preferred; licensing training and career development are available.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 Years Relevant Experience Required.
• Ability to maintain confidentiality, professionalism, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in fast-paced environment, balance multiple priorities.
• Understanding of a financial advisor’s practice.

Responsibilities

• General administrative duties: correspondence/logs, receptionist support, office supply management.
• Practice support: scheduling, data entry, client onboarding, marketing support.

Skills

Confidentiality

Interpersonal skills

Written & oral communication

Multi-tasking

Professionalism

Client interaction

Education

Associate degree or equivalent

Bachelor’s degree preferred

Job description

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. You will perform general administrative duties and help deliver the Ameriprise Client Experience.

In-office collaboration is expected with a hybrid schedule (in-office at least four days per week, one day from home). A two-year associate degree and 1–3 years relevant experience are preferred; licensing training and career development are available.