Client Service Specialist

Ameriprise Financial; Akron (OH); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Ameriprise Financial seeks a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. The role offers licensing support and dedicated career development.

The position requires a 2-year degree and 1–3 years of experience, with a focus on confidentiality, professionalism, and strong communication skills. In-office collaboration is emphasized with some flexibility for remote work.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
• Understanding of a financial advisors practice.

Responsibilities

• Logging/distributing correspondence and check deposits.
• Maintenance for office of supervisory jurisdiction and client files.
• Office supply management (including maintenance of equipment).
• Processing expense submissions, tracking, approvals.
• Initiating maintenance requests.
• Schedule wholesalers and support branch seminar series/events.
• Answering phones during regular business hours.
• Greeting clients/prospects.
• Delivery of Ameriprise Client Experience for clients of one or more practices.
• Scheduling client or prospect appointments.
• Entering client data into various applications.
• Supervising progress vs. practice goals.
• Addressing client service requests.
• Establishing new clients with Ameriprise, including introducing the digital experience.
• Assisting advisor in preparation or follow-up to client or prospect meetings.
• Supporting the practice's marketing programs (events, go-social, MOD, etc.)

Skills

Interpersonal skills

Written and oral communication

Confidentiality

Multitasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way. If you prosper in an environment where you can help others and enjoy crafting a positive impact on client’s overall experience, we invite you to take your career to the next level. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

Key Responsibilities

• Logging/distributing correspondence and check deposits
• Maintenance for office of supervisory jurisdiction and client files
• Office supply management (including maintenance of equipment)
• Processing expense submissions, tracking, approvals
• Initiating maintenance requests
• Schedule wholesalers and support branch seminar series/events
• Answering phones during regular business hours
• Greeting clients/prospects
• Delivery of Ameriprise Client Experience for clients of one or more practices
• Scheduling client or prospect appointments
• Entering client data into various applications
• Supervising progress vs. practice goals
• Addressing client service requests
• Establishing new clients with Ameriprise, including introducing the digital experience
• Assisting advisor in preparation or follow-up to client or prospect meetings
• Supporting the practice's marketing programs (events, go-social, MOD, etc.)

Required Qualifications

• Associate (2-year) degree or equivalent
• 1-3 years relevant experience required
• Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction
• Excellent interpersonal skills to interact effectively with clients
• Effective written and oral communication skills
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities
• Understanding of a financial advisors practice

Preferred Qualifications

• Bachelors degree or equivalent
• Understanding of business basics (profitability, negotiation)
• Ability to work directly with clients to understand, resolve and detail any and all requests, informational updates and concerns

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $ 47,500- $65,300/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

Benefits

• vacation time
• sick time
• 401(k)
• health insurance
• dental insurance
• life insurance

Full-Time/Part-Time

Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt

Job Family Group

Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Equal Opportunity

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Company Vision

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers.

Service Offerings

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.