Client Experience Specialist – Front Desk & Support

Ameriprise Financial Services; Hollidaysburg (Blair County); Presencial; USD 40.000 - 52.000; Jornada completa

Descripción de la vacante

Ameriprise Financial in Hollidaysburg, PA is seeking a Client Service Specialist to handle front desk support and provide practice management assistance to one or more advisors.

In this role you will perform general administrative duties, greet clients, log correspondence, manage office supplies, and support client experiences across our advisor teams with a strong emphasis on confidentiality and professional communication.

Formación

• Associate degree or equivalent required.
• 1–3 years of relevant administrative experience.
• Ability to maintain confidentiality and professionalism.
• Strong interpersonal, written and oral communication skills.
• Ability to multitask in a fast-paced environment.
• Understanding of a financial advisor's practice.

Responsabilidades

• Handle front desk reception and client communications.
• Provide practice management support to advisors.
• Process correspondence, deposits, and office supplies.
• Coordinate client appointments and help maintain files.

Conocimientos

Confidentiality

Interpersonal skills

Communication

Adaptability

Educación

Associate degree

Bachelor's degree preferred

Descripción del empleo

Ameriprise Financial in Hollidaysburg, PA is seeking a Client Service Specialist to handle front desk support and provide practice management assistance to one or more advisors.

In this role you will perform general administrative duties, greet clients, log correspondence, manage office supplies, and support client experiences across our advisor teams with a strong emphasis on confidentiality and professional communication.