Client Services Specialist - Financial Advisory Support

ameriprise; United States; Ibrido; USD 38.000 - 54.000; Tempo pieno

Descrizione del lavoro

Ameriprise Financial is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will perform general admin duties, greet clients, log deposits, manage files, and support client experience initiatives.

This role requires strong interpersonal skills and the ability to work in a fast-paced environment with discretion. In-office collaboration is expected with some flexibility for remote work; full-time opportunities available with varied

Competenze

• Associate degree or equivalent required.
• 1-3 years of relevant experience.
• Excellent discretion and professionalism.

Mansioni

• General administrative duties and client file maintenance.
• Provide front desk support and practice management for advisors.
• Answer phones, greet clients, and manage scheduling.

Conoscenze

Associate degree

1-3 years experience

Confidentiality

Interpersonal skills

Written communication

Oral communication

Fast-paced environment

Understanding of financial advisor's

Formazione

Associate (2-year) degree or equivalent

Bachelor's degree or equivalent

Descrizione del lavoro

Ameriprise Financial is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. You will perform general admin duties, greet clients, log deposits, manage files, and support client experience initiatives.

This role requires strong interpersonal skills and the ability to work in a fast-paced environment with discretion. In-office collaboration is expected with some flexibility for remote work; full-time opportunities available with varied