Client Experience Specialist — Licensing & Growth

Ameriprise Financial Services, LLC; Lansing (MI); Hybrid; USD 40,000 - 52,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role emphasizes delivering a personalized client experience and supporting licensing and training initiatives.

In-office collaboration is key; the team works with clients and advisors to ensure seamless service across channels, with opportunities to grow through training and licensing support.

Qualifications

• Associate degree or equivalent required.
• 1–3 years relevant experience required.
• Maintain confidentiality, professionalism and discretion.
• Excellent interpersonal and written/oral communication skills.
• Ability to function in a fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• Answer phones, greet clients and handle client service requests.
• Perform general administrative duties, log correspondence, and maintain client files.
• Support the advisor(s), schedule client meetings and assist with events.
• Assist in delivering the client experience and marketing programs.

Skills

Interpersonal skills

Written & oral communication

Discretion/confidentiality

Multitasking

Client service orientation

Team collaboration

Education

Associate degree or equivalent

Bachelor's degree or equivalent (preferred)

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. The role emphasizes delivering a personalized client experience and supporting licensing and training initiatives.

In-office collaboration is key; the team works with clients and advisors to ensure seamless service across channels, with opportunities to grow through training and licensing support.