Client Services Administrator – Wealth Advisory Office

00001 Ameriprise Financial Inc; Glendale (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Ameriprise Private Wealth Advisory Practice in Glendale, AZ is seeking a front-line client service professional to handle incoming calls, schedule meetings, and coordinate client communications. You will deliver professional service and maintain accurate records for the team.

Responsibilities include calendar management, greeting clients, routing requests, preparing reports, and supporting various administrative tasks across the practice.

Qualifications

• At least one year of client service experience in a fast-paced environment.
• Strong customer service and interpersonal skills for handling sensitive and confidential situations.
• Proficiency in CRM, Excel, Word, and Outlook is required.
• Ability to adhere to Advisor and Ameriprise Financial rules and regulations.

Responsibilities

• Answer incoming calls and route to the appropriate team.
• Manage calendars, meetings, and client communications.
• Greet clients and direct them to the right area.
• Coordinate mailings and prepare correspondence.
• Provide general administrative support and reports.
• Assist with special projects across the company.

Skills

Client service

Customer service

Interpersonal skills

Organizational skills

Initiative

Professionalism

CRM

Excel

Word

Outlook

Compliance awareness

Job description

Ameriprise Private Wealth Advisory Practice in Glendale, AZ is seeking a front-line client service professional to handle incoming calls, schedule meetings, and coordinate client communications. You will deliver professional service and maintain accurate records for the team.

Responsibilities include calendar management, greeting clients, routing requests, preparing reports, and supporting various administrative tasks across the practice.