Front Desk & Client Support Specialist

Threadneedle group; Akron, Northern (OH, KY); Hybrid; USD 48,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist in Akron, OH to deliver front desk support and practice management assistance for one or more advisors. You will handle reception, scheduling, data entry, and client inquiries, ensuring a positive client experience.

You will work in an in-office environment with a focus on confidentiality and professionalism in a fast-paced financial services setting, with opportunities for collaboration and growth.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience.
• Ability to maintain confidentiality and operate with minimal direction.
• Excellent interpersonal and communication skills.
• Ability to function in a fast-paced environment and balance priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• General administrative duties including reception and front desk support.
• Schedule client or prospect appointments and enter client data.
• Support practice marketing programs and activities.
• Assist advisors with meeting preparation and follow-up.

Skills

Interpersonal skills

Written and verbal communication

Confidentiality

Multi-tasking

Education

Associate degree or equivalent

Bachelor's degree or equivalent

Job description

Ameriprise Financial is seeking a Client Service Specialist in Akron, OH to deliver front desk support and practice management assistance for one or more advisors. You will handle reception, scheduling, data entry, and client inquiries, ensuring a positive client experience.

You will work in an in-office environment with a focus on confidentiality and professionalism in a fast-paced financial services setting, with opportunities for collaboration and growth.