Client Service & Practice Support Specialist

ameriprise; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k) plan

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice-management support for one or more advisors. This role emphasizes delivering a positive client experience and supporting daily office operations.

The position offers full-time hours, with licensing and career development opportunities provided by the company. Join the Ameriprise Advisor Group to help clients achieve their financial goals.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Ability to maintain confidentiality and operate with minimal direction.
• Excellent interpersonal and communication skills.
• Ability to function in a fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• Perform general administrative duties including correspondence handling, deposits, file maintenance, office supplies, and reception support.
• Provide practice support: schedule appointments, data entry, assist marketing programs, and client experience delivery.

Skills

Interpersonal skills

Written and oral communication

Time management

Confidentiality

Education

Associate degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice-management support for one or more advisors. This role emphasizes delivering a positive client experience and supporting daily office operations.

The position offers full-time hours, with licensing and career development opportunities provided by the company. Join the Ameriprise Advisor Group to help clients achieve their financial goals.