Financial Services Client Experience Specialist

Ameriprise Financia; Wilmington (DE); On-site; USD 42,000 - 60,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Associate to join our operations team in Wilmington, Delaware. As part of the advisor support group, you will assist in servicing clients, preparing financial plans, and processing trades and transactions under the guidance of the advisor.

You will also handle scheduling, data entry into contact management systems, and general administrative duties while upholding firm policies and using digital tools to support client experience and efficient

Qualifications

• Associate degree or equivalent required.
• 3–5 years of relevant client service experience.
• Strong numerical, analytical, and organizational skills.

Responsibilities

• Assist advisors by preparing financial plans and processing transactions.
• Schedule and summarize client meetings; manage data in contact manager.
• Provide branch support and administrative duties as needed.

Skills

Detail oriented

Analytical skills

Customer service

Communication skills

Education

Associate degree

Tools

MS Office

Excel

Job description

Ameriprise Financial is seeking a Client Service Associate to join our operations team in Wilmington, Delaware. As part of the advisor support group, you will assist in servicing clients, preparing financial plans, and processing trades and transactions under the guidance of the advisor.

You will also handle scheduling, data entry into contact management systems, and general administrative duties while upholding firm policies and using digital tools to support client experience and efficient