Client Service Specialist

Ameriprise Financial; Lansing (MI); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

In-Office Collaboration

Job summary

Ameriprise Financial is seeking a Client Service Specialist to provide front desk reception and practice support for one or more advisors. You will greet clients, handle inquiries, and assist with scheduling, data entry, and entry of client information into various applications.

The role emphasizes delivering the Ameriprise Client Experience, supporting marketing activities, and coordinating events while maintaining high confidentiality and professionalism in a fast-paced environment.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience.
• Ability to maintain confidentiality and professionalism.

Responsibilities

• Provide front desk reception support by answering phones and greeting clients.
• Log correspondence, deposits, and maintain client files.
• Process expense reports and office supply management.

Skills

Customer service

Professional communication

Confidentiality

Office administration

Data entry

Scheduling meetings

Education

Associate degree

Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

Outlook

Job description

About Our CompanyWe’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 DescriptionAt 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 by applying to join our team today. 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 ResponsibilitiesResponsible for reception support including answering phones, greeting clients and addressing client service requests.General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).Required QualificationsAssociate (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 QualificationsBachelors degree or equivalentUnderstanding 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 SponsorshipApplicants 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 CollaborationWe 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-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupBusiness Support & OperationsLine of BusinessAAG Ameriprise Advisor GroupAmeriprise 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.