Client Experience Specialist (Hybrid)

00015 Ameriprise Financial Services, LLC.; Gilbert (AZ); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Ameriprise Financial Services, LLC. in Gilbert, AZ seeks a reception and administrative support specialist to help deliver a personalized client experience. You will handle general office tasks, support the reception area, and assist advisors with scheduling and client data entry.

The role combines in-office collaboration with some remote work, requires 1–3 years of experience, and an associate degree. You will join a client-focused team that values confidentiality, professionalism, and clear

Qualifications

• 1-3 years relevant experience required.
• Associate degree or equivalent.

Responsibilities

• General administrative duties including logging, distributing correspondence, deposits, and filing.
• Reception support: answer phones during business hours, greet clients and prospects.
• Support practice marketing programs and events (go-social, MOD, etc.).
• Schedule client or prospect appointments and enter client data into applications.
• Assist advisor with preparation or follow-up for client meetings and digital experience.
• Maintain confidentiality and operate under limited/minimal direction.

Skills

Interpersonal skills

Communication skills

Confidentiality

Professionalism

Client service

Education

Associate degree

Bachelor's degree (preferred)

Job description

Ameriprise Financial Services, LLC. in Gilbert, AZ seeks a reception and administrative support specialist to help deliver a personalized client experience. You will handle general office tasks, support the reception area, and assist advisors with scheduling and client data entry.

The role combines in-office collaboration with some remote work, requires 1–3 years of experience, and an associate degree. You will join a client-focused team that values confidentiality, professionalism, and clear