Client Service Specialist

Ameriprise Financial; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial in San Francisco seeks a Client Service Specialist to handle front desk operations and provide practice management support for one or more advisors. The role includes logging and distributing correspondence, deposits, client files, and coordinating events and seminars.

You'll support client experiences, assist with scheduling and data entry, and participate in licensing development opportunities as part of our career growth culture.

Qualifications

• Associate (2-year) degree or equivalent.
• 1–3 years relevant experience.
• Ability to maintain confidentiality and professionalism.
• Excellent interpersonal, written, and oral communication.
• Ability to function in fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties including logging/distributing correspondence, deposits, file maintenance, supplies, and expense processing.
• Reception: answering phones, greeting clients and prospects.
• Practice support: scheduling client meetings, data entry, and supporting marketing programs.

Skills

Confidentiality

Interpersonal

Communication

Multitasking

Professionalism

Adaptability

Education

Associate degree

Bachelor's degree (preferred)

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 ResponsibilitiesGeneral 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 QualificationsAssociate (2-year) degree or equivalent1-3 years Relevant Experience RequiredAble 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.Base Pay SalaryThe estimated base salary for this role is $54,600 - $75,100 / year. We have a pay-for performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.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.