Client Service Specialist — Front Desk & Practice Support

Ameriprise Financial Services, LLC; Hollidaysburg (Blair County); On-site; USD 32,000 - 52,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for advisors. You will manage client files, schedule meetings, answer phones, and support client experience initiatives to help advisors grow their practice.

We offer career development through training and licensing support to help you advance toward your goals in a fast-paced financial services environment.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 Years Relevant Experience Required.
• Ability to maintain confidentiality and operate with minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective written and oral communication skills.
• Ability to function in a fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties: logging/distributing correspondence, deposits, office supply management, expense submissions, and scheduling events.
• Reception support: answering phones, greeting clients and prospects.
• Practice support: delivering Ameriprise Client Experience for clients of one or more practices.
• Enter client data into applications and assist meetings preparation or follow-up.
• Support the practice's marketing programs (events, social media, initiatives).

Skills

Interpersonal skills

Written and oral communication

Professionalism

Confidentiality

Multitasking

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for advisors. You will manage client files, schedule meetings, answer phones, and support client experience initiatives to help advisors grow their practice.

We offer career development through training and licensing support to help you advance toward your goals in a fast-paced financial services environment.