Client Experience Specialist — Growth & Licensing Support

Ameriprise Financial Services, LLC; Raleigh (NC); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Licensing support

Hybrid work schedule

In-office collaboration 4 days a week

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more advisors. The role includes reception duties, client data entry, scheduling, and helping advance licensing and career development.

We emphasize in-office collaboration with four days per week on-site and one remote day, with licensing support and mentoring to foster your growth in a client-centric, relationship-based environment.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and operate with limited direction.
• Excellent interpersonal and written/oral communication skills.
• Understanding of a financial advisor practice.

Responsibilities

• General administrative duties (logging/distributing correspondence, check deposits, file maintenance).
• Reception support: answering phones, greeting clients/prospects.
• Delivery of client experience, scheduling appointments, data entry, supporting practice marketing programs.

Skills

Interpersonal skills

Communication skills

Confidentiality

Professionalism

Multi-tasking

Financial industry knowledge

Education

Associate degree or equivalent

Bachelor's degree

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more advisors. The role includes reception duties, client data entry, scheduling, and helping advance licensing and career development.

We emphasize in-office collaboration with four days per week on-site and one remote day, with licensing support and mentoring to foster your growth in a client-centric, relationship-based environment.