Client Experience Specialist — Licensing & Growth

Ameriprise Financia; Hollidaysburg (Blair County); On-site; USD 35,000 - 52,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice support for one or more advisors. You will greet clients, answer phones, schedule meetings, and assist with client data entry across multiple systems.

We provide licensing support, training, and career development to help you grow within the Ameriprise Advisor Group as you contribute to a positive client experience.

Qualifications

• Associate degree or equivalent; 1–3 years relevant experience.
• Maintain confidentiality and professional conduct.
• Strong written and verbal communication skills.
• Ability to thrive in a fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice.
• Customer-focused with client service mindset.

Responsibilities

• Perform front desk reception duties and admin support for advisors.
• Schedule client meetings and manage client data in applications.
• Support marketing programs and client events.

Skills

Interpersonal skills

Written & verbal communication

Customer service

Confidentiality

Multitasking

Education

Associate degree

Bachelor’s degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice support for one or more advisors. You will greet clients, answer phones, schedule meetings, and assist with client data entry across multiple systems.

We provide licensing support, training, and career development to help you grow within the Ameriprise Advisor Group as you contribute to a positive client experience.