Client Service Specialist

Threadneedle group; Scarborough (ME); Hybrid; USD 60,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist for an on-site role in Scarborough, Maine. You will support the financial advisors by coordinating client service, account setup, and office operations in a fast-paced, compliant practice.

Ideal candidates have a college degree, 2+ years of experience, and are or can become licensed (Series 7, 66, and life/health). The base salary range is $60,000–$65,000 per year, with full-time benefits.

Qualifications

• College degree or higher.
• 2+ years of similar client-service experience.
• Ability to obtain Series 7, 66, and life/health licenses.

Responsibilities

• Assist in daily business operations for the financial planning office.
• Support account setup and client communications with advisors.
• Coordinate client seminars and ad hoc requests.
• Ensure compliance with applicable rules in client interactions.

Skills

Attention to detail

Communication skills

Time management

Multi-tasking

Client service oriented

Education

Bachelor's degree or higher

Job description

## Client Service SpecialistApply: On-Site: Scarborough, Maine: Full time: Posted Today: End Date: November 12, 2026 (30 days left to apply): R26\\_4148At 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**Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.**Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.** **Position Functions:** **50% Business Management** * Work with the corporate office to ensure accurate account setup and resolve issues* Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts* Maintain files and records in accordance with the records retention policy* Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)* Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice **50% Client Care** * Maintain client management system* Call clients or prospects to set up meetings or appointments* Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation* Attend and participate in client meetings if necessary* Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)* Coordinate client appreciation events and seminars* Answer unsolicited calls from prospects to schedule appointments or refer to advisor **Key Traits of a Successful Client Service Associate/Manager :** * Direct attention to detail and organization* Effective communication with clients and other advisors/staff* Effective and efficient time management* Polite and clear phone manner* Ability to multi-task* Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial* Ability to support and provide guidance for compliance within the advisor’s practice for advisor use only. Not intended for inspection by, or distribution or quotation to the general public.* Positive attitude and sincere willingness to constantly learn and grow **Education and Other Designations:** * College degree or higher* 2+ years of similar experience* Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.**Base Pay Salary**The salary will be $60,000 to $65,000/ year**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.*