Client Service Specialist

ameriprise; Barrington (IL); 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 is seeking a Client Service Specialist to handle front desk administration and support one or more advisors with practice management and client experience initiatives.

We encourage licensing and provide training, mentoring, and licensing support to help you grow toward your full potential. In-office collaboration is emphasized with four days in the office and one day remote per week.

Qualifications

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

Responsibilities

• General administrative duties at front desk and support for advisors.
• Support practice management and client experience, including scheduling, data entry, and assisting with client/prospect meetings.

Skills

Confidentiality

Professionalism

Interpersonal skills

Communication

Multi-tasking

Understanding of financial advisor"s"\

Education

Associate degree

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 and 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

• General administrative duties performed may include: 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. Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.


• Practice Support duties may include: delivery of Ameriprise Client Experience for clients of one or more practices. Responsibilities may include; 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 shown 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. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameripr