Client Service Specialist

Ameriprise Financial Services, LLC; Ojai (CA); On-site; USD 39,000 - 62,000; Full time

Benefits offered by this job

401(k) retirement plan with profit‑sh​

Paid training and development

Mentorship from experienced Advisors

Licensing support

Job summary

Ameriprise Financial, a franchise of Ameriprise Financial, seeks a Client Service Specialist to support clients and advisors in daily operations. You will help with account setup, transfers, and documentation, ensuring accurate processing and a high level of service.

You’ll work in a hands-on role that combines client service, operations, problem-solving, and teamwork, with a focus on continuous learning and improving client experience.

Qualifications

• Bachelor's degree from an accredited college or university.
• Excellent written and verbal communication skills.
• Strong interpersonal, organizational, and time-management abilities.
• Exceptional attention to detail and follow-through.
• Sound judgment, integrity, and professionalism.
• Strong computer skills and confidence learning new technology and software.
• Curiosity and a genuine desire to learn and grow.

Responsibilities

• Interact directly with clients to answer questions, assist with account-related needs, and ensure requests are handled accurately and promptly.
• Open and maintain investment, retirement, brokerage, and education savings accounts.
• Process account transfers, money movement requests, and other financial transactions accurately and efficiently.
• Manage client records, documentation, and workflow through our CRM and operational systems.
• Schedule and coordinate appointments and support advisors before, during, and after client meetings.
• Prepare reports, forms, correspondence, and other client-related materials.
• Coordinate with our home office and internal departments to resolve client requests and account issues.
• Monitor outstanding tasks and follow up to ensure nothing falls through the cracks.
• Assist with general office operations and other responsibilities as the needs of the practice evolve.
• Identify opportunities to improve efficiency, streamline workflows, and create an exceptional experience for both clients and team members.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Time-management

Attention to detail

Professionalism

Computer skills

Curiosity

Education

Bachelor's degree

Tools

CRM software

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

About the Role

We're looking for someone who wants more than just a job.

We are an established, growing financial advisory practice with more than 30 years of experience serving individuals and families. As a franchise of Ameriprise Financial, a Fortune 500 company, we combine the resources of a large financial organization with the personal, relationship-focused environment of a local practice.

Our clients rely on us to help them navigate some of the most important financial decisions of their lives. We believe outstanding client service begins with an outstanding team.

We're seeking a motivated, service-oriented professional who enjoys solving problems, learning continuously, and making a meaningful difference in people's lives. This is a hands-on role that combines client service, financial services operations, problem-solving, organization, and teamwork.

If you take initiative, enjoy mastering new skills, and naturally ask, "How can I make this better?" you may be a great fit.

What You'll Do

As a Client Service Specialist, you'll work directly with clients and advisors and play an essential role in the day-to-day operation of our practice.

Responsibilities

• Interact directly with clients to answer questions, assist with account-related needs, and ensure requests are handled accurately and promptly.
• Open and maintain investment, retirement, brokerage, and education savings accounts.
• Process account transfers, money movement requests, and other financial transactions accurately and efficiently.
• Manage client records, documentation, and workflow through our CRM and operational systems.
• Schedule and coordinate appointments and support advisors before, during, and after client meetings.
• Prepare reports, forms, correspondence, and other client-related materials.
• Coordinate with our home office and internal departments to resolve client requests and account issues.
• Monitor outstanding tasks and follow up to ensure nothing falls through the cracks.
• Assist with general office operations and other responsibilities as the needs of the practice evolve.
• Identify opportunities to improve efficiency, streamline workflows, and create an exceptional experience for both clients and team members.

Who Thrives Here

The People Who Are Most Successful In This Role

• Take initiative, embrace responsibility, and consistently follow through.
• Enjoy learning, solving problems, thinking critically, and mastering new skills.
• Are highly organized, detail-oriented, and able to manage multiple priorities effectively.
• Communicate professionally, warmly, and confidently with clients and teammates.
• Value honesty, integrity, transparency, and straightforward communication.
• Work effectively and independently while also being outstanding team players.
• Anticipate needs rather than simply reacting to them.
• Take pride in exceptional client service, accuracy, preparation, and follow-through.
• Find genuine satisfaction in helping clients and teammates succeed.

Qualifications

Required

• Bachelor's degree from an accredited college or university.
• Excellent written and verbal communication skills.
• Strong interpersonal, organizational, and time-management abilities.
• Exceptional attention to detail and follow-through.
• Sound judgment, integrity, and professionalism.
• Strong computer skills and confidence learning new technology and software.
• Curiosity and a genuine desire to learn and grow.

Preferred

• Experience in financial services, banking, client service, or another professional office environment is helpful, but not required.
• We are willing to train an exceptional candidate with the right mindset, aptitude, work ethic, and capacity to learn.
• We're far more interested in finding someone with strong character, curiosity, and potential than someone who already knows every system we use.

Compensation & Benefits

We believe in investing in great people.

• Pay Range: $28-$45+ per hour, depending on experience, licensing, qualifications, and demonstrated ability to operate independently.
• Experienced and/or licensed financial services professionals may qualify for compensation at or above the top of the stated range.
• 401(k) retirement plan with profit-sharing following eligibility requirements.
• Paid training and ongoing professional development.
• Direct mentorship from experienced Financial Advisors.
• Licensing support and opportunities to deepen your financial services knowledge.
• Career development tailored to your goals.
• Opportunities for increasing responsibility and advancement.
• Collaborative team environment built on integrity, initiative, excellence, and genuine care for clients and one another.

Career Path Opportunities

This position can serve as a foundation for a long-term career in financial services.

Depending on your interests, strengths, and professional goals, opportunities may include:

• Becoming a Financial Advisor
• Growing into a leadership role within the practice
• Developing expertise in financial planning support and client relationship management
• Advancing into high-level financial services operations and practice management

As your knowledge grows, you'll have opportunities to take on increasingly sophisticated responsibilities and make a greater impact for both clients and the firm.

Why Join Our Team?

This isn't simply an administrative position. It's an opportunity to become an integral member of a high-performing financial planning team.

The work is varied, intellectually engaging, and meaningful. It requires judgment, problem-solving, attention to detail, continuous learning, and the ability to manage multiple priorities.

If you're looking for a place where you'll be supported and valued while also challenged to grow professionally, we'd love to meet you.

Equal Opportunity Employer

We are committed to creating an inclusive workplace and welcome applicants from all backgrounds. We make employment decisions based on qualifications, merit, and business needs.

Base Pay Salary

The salary will be $28-$45+ per hour

Full-Time/Part-Time

Full time

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.