Client Service Specialist

Ameriprise Financial Services, LLC; Hollidaysburg (Blair County); On-site; USD 32,000 - 52,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for advisors. You will manage client files, schedule meetings, answer phones, and support client experience initiatives to help advisors grow their practice.

We offer career development through training and licensing support to help you advance toward your goals in a fast-paced financial services environment.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 Years Relevant Experience Required.
• Ability to maintain confidentiality and operate with minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in a fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence, deposits, office supply management, expense submissions, and scheduling events.
• Reception support: answering phones, greeting clients and prospects.
• Practice support: delivering Ameriprise Client Experience for clients of one or more practices.
• Enter client data into applications and assist meetings preparation or follow-up.
• Support the practice's marketing programs (events, social media, initiatives).

Skills

Interpersonal skills

Written and oral communication

Professionalism

Confidentiality

Multitasking

Education

Associate degree

Bachelor's degree

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

• 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.

Employment Details

• 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. 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.