Client Service Specialist - Front Desk & Advisor Support

Ameriprise Financial; United States; Hybrid; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice support for one or more advisors. You will manage client interactions, scheduling, and data entry while supporting licensing development.

This role emphasizes a client-centered experience and collaboration with financial advisors. The position offers in-office collaboration with some flexibility for remote work days, and is ideal for candidates who value teamwork and professional growth

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, balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties including logging/distributing correspondence and check deposits; reception support: answering phones and greeting clients/prospects.
• Practice support: scheduling client appointments, entering client data, supporting marketing programs, and assisting advisors with client meetings.

Skills

Confidentiality

Professionalism

Interpersonal skills

Communication skills

Multi-tasking

Client service mindset

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administration and practice support for one or more advisors. You will manage client interactions, scheduling, and data entry while supporting licensing development.

This role emphasizes a client-centered experience and collaboration with financial advisors. The position offers in-office collaboration with some flexibility for remote work days, and is ideal for candidates who value teamwork and professional growth