Client Service & Experience Specialist

Threadneedle group; Deerfield (IL); On-site; USD 53,000 - 71,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Ameriprise Financial's Deerfield, IL office is seeking a Client Service Specialist to handle front-desk duties and provide practice-management support for one or more advisors. The role emphasizes in-person collaboration, confidentiality, and opportunities for licensing support to advance your career.

As part of the Ameriprise Advisor Group, you will manage scheduling, client data entry, and communications, while coordinating events and contributing to a high-touch client experience in a

Qualifications

• Associate degree (2-year) or equivalent required.
• 1–3 years relevant experience required.
• Maintain confidentiality, professionalism, and operate with limited direction.
• Excellent interpersonal and written/oral communication skills.
• Understanding of a financial advisor practice is beneficial.

Responsibilities

• General administrative duties at front desk: greeting clients, phones, and scheduling.
• Practice support: entering client data, scheduling, and tracking progress toward goals.
• Support branch events and seminars; coordinate marketing initiatives.
• Deliver Ameriprise Client Experience and assist advisors with meetings and follow-ups.

Skills

Confidentiality

Interpersonal skills

Written & verbal communication

Customer service

Multitasking

Education

Associate degree or equivalent

Bachelor’s degree (preferred)

Job description

Ameriprise Financial's Deerfield, IL office is seeking a Client Service Specialist to handle front-desk duties and provide practice-management support for one or more advisors. The role emphasizes in-person collaboration, confidentiality, and opportunities for licensing support to advance your career.

As part of the Ameriprise Advisor Group, you will manage scheduling, client data entry, and communications, while coordinating events and contributing to a high-touch client experience in a