Hybrid Client Experience Specialist

Ameriprise Financial Services, LLC; Gilbert (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk administrative support and practice management assistance for one or more advisors.

The role involves handling reception duties, client data entry, scheduling, and enabling the Ameriprise Client Experience across practices. In-office collaboration is expected with flexible options as described in the hiring process.

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 Years Relevant Experience Required.
• Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact effectively with clients.
• Effective Shown Written And Oral Communication Skills.
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
• Understanding of a financial advisors practice.

Responsibilities

• General administrative duties: logging/distributing correspondence and check deposits; maintenance for office of supervisory jurisdiction and client files; office supply management; processing expense submissions-tracking-approvals; initiating maintenance requests; schedule wholesalers and support branch seminar series/events.
• Reception support: answering phones during regular business hours, greeting clients-prospects.
• Practice support duties: delivery of Ameriprise Client Experience for clients of one or more practices.
• Scheduling client or prospect appointments; entering client data into various applications; supervising progress vs. practice goals; addressing client service requests; establishing new clients with Ameriprise; introducing the digital experience; assisting advisor in preparation or follow-up to client or prospect meetings; supporting the practice's marketing programs (events, go-social, MOD, etc.).

Skills

Interpersonal skills

Written and oral communication

Confidentiality

Multi-tasking

Education

Associate degree or equivalent

Bachelor's degree (preferred)

Tools

Office software

Job description

Ameriprise Financial Services, LLC is seeking a Client Service Specialist to provide front desk administrative support and practice management assistance for one or more advisors.

The role involves handling reception duties, client data entry, scheduling, and enabling the Ameriprise Client Experience across practices. In-office collaboration is expected with flexible options as described in the hiring process.