Client Service Specialist — Growth & Licensing Support

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

Benefits offered by this job

Licensing support

Career development

Health benefits

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more Advisors. You will provide essential admin support and help manage client interactions, scheduling, and data entry to enhance the client experience.

We offer licensing and career development support to help you grow, with a focus on professional development and a strong benefits program.

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.

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, processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events.
• 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

Written and verbal communication

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to handle front desk administration and practice management support for one or more Advisors. You will provide essential admin support and help manage client interactions, scheduling, and data entry to enhance the client experience.

We offer licensing and career development support to help you grow, with a focus on professional development and a strong benefits program.