Client Service & Practice Support Specialist

Ameriprise Financial Services, LLC; Town of Cherry Creek (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid vacation

Job summary

Ameriprise Financial Services, LLC in the United States is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors or leaders. The role includes licensing support and a focus on client experience.

The organization emphasizes in-office collaboration, with employees in the office at least four days per week and one remote day.

Qualifications

• Associate degree or equivalent.
• 1-3 years relevant experience.
• Ability to maintain confidentiality and professional conduct.
• Excellent written and verbal communication skills.

Responsibilities

• General administrative duties: logging/distributing correspondence and deposits, file maintenance, office supplies, expense submissions, maintenance requests, scheduling events, and reception support.
• Practice support: scheduling client appointments, data entry, tracking progress vs. goals, responding to service requests, onboarding new clients, and supporting marketing programs.

Skills

Confidentiality

Professionalism

Interpersonal skills

Written & verbal communication

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial Services, LLC in the United States is seeking a Client Service Specialist to handle all front desk administrative duties and provide practice management support for one or more advisors or leaders. The role includes licensing support and a focus on client experience.

The organization emphasizes in-office collaboration, with employees in the office at least four days per week and one remote day.