Hybrid Client Experience Specialist

Ameriprise Financial Services, LLC; Akron (OH); On-site; USD 48,000 - 65,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Ameriprise Financial Services, LLC is seeking an office and client service assistant for the Ameriprise Advisor Group. You will handle reception, client intake, data entry, and appointment coordination to support advisors and ongoing client relationships.

The role requires an associate degree or equivalent and 1-3 years of relevant experience, with excellent communication and confidentiality. In-office collaboration with the team is essential for success.

Qualifications

• Associate degree or equivalent is required.
• 1-3 years of relevant experience is required.
• Maintain confidentiality and demonstrate professionalism.
• Excellent interpersonal and communication skills are essential.
• Ability to work in a fast-paced environment with multiple priorities.
• Understanding of a financial advisor's practice is preferred.

Responsibilities

• Log and distribute correspondence and check deposits.
• Maintain files for the supervisory jurisdiction and clients.
• Manage office supplies and equipment maintenance.
• Process expense submissions, tracking and approvals.
• Initiate maintenance requests and schedule branch events.
• Provide reception support: answer phones, greet clients and prospects.
• Support client experience and appointment scheduling.
• Enter client data into various applications.
• Assist advisors with meeting preparation and follow-up.
• Support marketing programs and practice events.

Skills

Confidentiality

Professionalism

Interpersonal skills

Written & Oral Communication

Fast-paced environment

Financial advisor practice

Education

Associate degree or Equivalent

Bachelor's degree preferred

Job description

Ameriprise Financial Services, LLC is seeking an office and client service assistant for the Ameriprise Advisor Group. You will handle reception, client intake, data entry, and appointment coordination to support advisors and ongoing client relationships.

The role requires an associate degree or equivalent and 1-3 years of relevant experience, with excellent communication and confidentiality. In-office collaboration with the team is essential for success.