Client Experience Specialist — Growth & Licensing Support

RiverSource Life Insurance Company; San Francisco (CA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Ameriprise Financial in San Francisco is seeking a Client Service Specialist to provide on-site front desk support and practice management for one or more advisors. Licensing support may be available for career growth.

Responsibilities include reception, client data entry, scheduling, and assisting with marketing programs and meeting prep. This role emphasizes confidentiality, professionalism, and strong communication in a fast-paced environment.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and professionalism.
• Excellent interpersonal, written and oral communication skills.
• Able to function in a fast-paced environment and balance priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence, deposits, file maintenance, office supplies, expense submissions and maintenance requests.
• Reception support: answer phones, greet clients and prospects.
• Practice support: schedule client/ prospect appointments and enter client data.
• Assist advisors with preparation and follow-up to client meetings; support marketing programs.

Skills

Confidentiality

Interpersonal skills

Written and verbal communication

Fast-paced environment

Financial advisor practice

Education

Associate degree or equivalent

Bachelor’s degree or equivalent

Job description

Ameriprise Financial in San Francisco is seeking a Client Service Specialist to provide on-site front desk support and practice management for one or more advisors. Licensing support may be available for career growth.

Responsibilities include reception, client data entry, scheduling, and assisting with marketing programs and meeting prep. This role emphasizes confidentiality, professionalism, and strong communication in a fast-paced environment.