Financial Services Client Specialist

Ameriprise Financial Services, LLC; Ojai (CA); On-site; USD 39,000 - 62,000; Full time

Benefits offered by this job

401(k) retirement plan with profit‑sh​

Paid training and development

Mentorship from experienced Advisors

Licensing support

Job summary

Ameriprise Financial, a franchise of Ameriprise Financial, seeks a Client Service Specialist to support clients and advisors in daily operations. You will help with account setup, transfers, and documentation, ensuring accurate processing and a high level of service.

You’ll work in a hands-on role that combines client service, operations, problem-solving, and teamwork, with a focus on continuous learning and improving client experience.

Qualifications

• Bachelor's degree from an accredited college or university.
• Excellent written and verbal communication skills.
• Strong interpersonal, organizational, and time-management abilities.
• Exceptional attention to detail and follow-through.
• Sound judgment, integrity, and professionalism.
• Strong computer skills and confidence learning new technology and software.
• Curiosity and a genuine desire to learn and grow.

Responsibilities

• Interact directly with clients to answer questions, assist with account-related needs, and ensure requests are handled accurately and promptly.
• Open and maintain investment, retirement, brokerage, and education savings accounts.
• Process account transfers, money movement requests, and other financial transactions accurately and efficiently.
• Manage client records, documentation, and workflow through our CRM and operational systems.
• Schedule and coordinate appointments and support advisors before, during, and after client meetings.
• Prepare reports, forms, correspondence, and other client-related materials.
• Coordinate with our home office and internal departments to resolve client requests and account issues.
• Monitor outstanding tasks and follow up to ensure nothing falls through the cracks.
• Assist with general office operations and other responsibilities as the needs of the practice evolve.
• Identify opportunities to improve efficiency, streamline workflows, and create an exceptional experience for both clients and team members.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Time-management

Attention to detail

Professionalism

Computer skills

Curiosity

Education

Bachelor's degree

Tools

CRM software

Job description

Ameriprise Financial, a franchise of Ameriprise Financial, seeks a Client Service Specialist to support clients and advisors in daily operations. You will help with account setup, transfers, and documentation, ensuring accurate processing and a high level of service.

You’ll work in a hands-on role that combines client service, operations, problem-solving, and teamwork, with a focus on continuous learning and improving client experience.