Client Service Specialist

00015 Ameriprise Financial Services, LLC.; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for one or more advisors. The role offers licensing training and a path for career development through mentoring and licensing support.

The position involves reception duties, client data entry, scheduling, and contributing to marketing programs as part of a broader client experience strategy. A two-year degree or equivalent experience is 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 written and oral communication skills.
• Ability to function in fast-paced environment, balance multiple priorities.
• Understanding of a financial advisors practice.

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.).

Skills

Interpersonal skills

Professionalism

Communication skills

Confidentiality

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

Bachelors 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.

Base Pay Salary

The 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-Time

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.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high‑performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

• Ameriprise Financial: Financial planning, advice and wealth management.
• Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients.
• RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers

Ameriprise India | Careers

Columbia Threadneedle Investments US | Careers

Columbia Threadneedle Investments EMEA APAC | Careers

RiverSource | Careers