Client Service Specialist

00015 Ameriprise Financial Services, LLC.; Fort Lauderdale (FL); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. You will log and distribute correspondence, assist with client data entry, and support branch events.

We offer training, mentoring and licensing support to help you develop toward your full potential, with in-office collaboration and a hybrid schedule that includes one remote day per week.

Qualifications

• Associate degree or equivalent and 1-3 years relevant experience.
• Able to maintain confidentiality and professionalism.
• Excellent written and verbal communication skills.
• Ability to handle multiple priorities in a fast-paced environment.

Responsibilities

• General administrative duties at the front desk and office support for advisors.
• Reception tasks: answer phones, greet clients, and manage schedules.
• Support practice management: enter client data, coordinate meetings, and events.
• Assist marketing programs and office operations as needed.

Skills

Interpersonal skills

Written and oral communication

Multitasking in fast-paced env

Financial services knowledge

Education

Associate degree or equivalent

Bachelor's degree preferred

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!

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.

Full-Time/Part-Time

Full time Exempt/Non-Exempt Non-Exempt

Job Family Group

Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Equal Opportunity Employer

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 Overview

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:

• 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.

Explore Opportunities

Explore opportunities within each business and region below.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers