Client Services Specialist — Financial Advisory Support

Ameriprise Financial; Akron (OH); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health insurance

Dental insurance

Life insurance

Job summary

Ameriprise Financial seeks a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. The role offers licensing support and dedicated career development.

The position requires a 2-year degree and 1–3 years of experience, with a focus on confidentiality, professionalism, and strong communication skills. In-office collaboration is emphasized with some flexibility for remote work.

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 written and oral communication skills.
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
• Understanding of a financial advisors practice.

Responsibilities

• Logging/distributing correspondence and check deposits.
• Maintenance for office of supervisory jurisdiction and client files.
• Office supply management (including maintenance of equipment).
• Processing expense submissions, tracking, approvals.
• Initiating maintenance requests.
• Schedule wholesalers and support branch seminar series/events.
• Answering phones during regular business hours.
• Greeting clients/prospects.
• Delivery of Ameriprise Client Experience for clients of one or more practices.
• 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 oral communication

Confidentiality

Multitasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial seeks a Client Service Specialist to handle front desk administration and provide practice management support for one or more advisors. The role offers licensing support and dedicated career development.

The position requires a 2-year degree and 1–3 years of experience, with a focus on confidentiality, professionalism, and strong communication skills. In-office collaboration is emphasized with some flexibility for remote work.