Client Service Specialist

Ameriprise Financial Services; Hollidaysburg (Blair County); Presencial; USD 40.000 - 52.000; Jornada completa

Descripción de la vacante

Ameriprise Financial in Hollidaysburg, PA is seeking a Client Service Specialist to handle front desk support and provide practice management assistance to one or more advisors.

In this role you will perform general administrative duties, greet clients, log correspondence, manage office supplies, and support client experiences across our advisor teams with a strong emphasis on confidentiality and professional communication.

Formación

• Associate degree or equivalent required.
• 1–3 years of relevant administrative experience.
• Ability to maintain confidentiality and professionalism.
• Strong interpersonal, written and oral communication skills.
• Ability to multitask in a fast-paced environment.
• Understanding of a financial advisor's practice.

Responsabilidades

• Handle front desk reception and client communications.
• Provide practice management support to advisors.
• Process correspondence, deposits, and office supplies.
• Coordinate client appointments and help maintain files.

Conocimientos

Confidentiality

Interpersonal skills

Communication

Adaptability

Educación

Associate degree

Bachelor's degree preferred

Descripción del empleo

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.

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.

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

• Bachelor's 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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

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.