Financial Client Experience Associate

00015 Ameriprise Financial Services, LLC.; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for one or more advisors. The role offers licensing training and a path for career development through mentoring and licensing support.

The position involves reception duties, client data entry, scheduling, and contributing to marketing programs as part of a broader client experience strategy. A two-year degree or equivalent experience is required.

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, balance multiple priorities.
• Understanding of a financial advisors practice.

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 (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events.
• Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.
• 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

Professionalism

Communication skills

Confidentiality

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to handle front desk administrative duties and provide practice management support for one or more advisors. The role offers licensing training and a path for career development through mentoring and licensing support.

The position involves reception duties, client data entry, scheduling, and contributing to marketing programs as part of a broader client experience strategy. A two-year degree or equivalent experience is required.