Hybrid Client Experience Specialist

00015 Ameriprise Financial Services, LLC.; Akron (OH); Hybrid; USD 48,000 - 65,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health benefits

Dental insurance

Life insurance

Job summary

Ameriprise Financial is seeking an office administrator to support reception, client data handling, and practice administration. You will help maintain client files, coordinate events, and assist advisors in delivering the Ameriprise Client Experience.

In-office collaboration is essential, with four days on-site and one day per week for remote work. The role emphasizes confidentiality, professionalism, and strong communication skills in a fast-paced environment.

Qualifications

• Associate degree or equivalent 1–3 years relevant experience.
• Professionalism and ability to handle confidential information.
• Excellent interpersonal and communication skills.
• Ability to operate in a fast-paced environment and balance priorities.

Responsibilities

• General administrative duties: logging, filing, check deposits, office supply management.
• Reception support: answering phones and greeting clients/prospects.
• Support to practice: delivering Ameriprise Client Experience to clients.
• Schedule client or prospect appointments and enter data in applications.
• Assist advisor with meeting preparation and follow-up.

Skills

Interpersonal skills

Written & oral communication

Confidentiality

Multi-tasking

Education

Associate degree

Bachelor's degree

Job description

Ameriprise Financial is seeking an office administrator to support reception, client data handling, and practice administration. You will help maintain client files, coordinate events, and assist advisors in delivering the Ameriprise Client Experience.

In-office collaboration is essential, with four days on-site and one day per week for remote work. The role emphasizes confidentiality, professionalism, and strong communication skills in a fast-paced environment.