Hybrid Client Experience Specialist - Financial Services

Ameriprise Financial Services, LLC; Washington (District of Columbia); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial Services, LLC is looking for a dedicated support professional to assist in client service and relationship management. The role involves managing client interactions, ensuring compliance through accurate documentation, and supporting advisors with their workflows.

The ideal candidate will have at least a Bachelor’s degree and five years of client service experience, demonstrating excellent organizational and time management skills while upholding impeccable client service standards.

Qualifications

• 5 years minimum of direct client service experience.
• Attention to detail and emotional intelligence are crucial.
• Excellent time management abilities and organizational skills.

Responsibilities

• Serve as secondary client contact for ongoing administrative needs.
• Manage follow-up tasks and data gathering.
• Ensure files meet compliance standards.
• Assist with onboarding new clients.
• Help manage advisor workflows and meeting schedules.

Skills

Financial Planning

Investment Management

Report Writing

Organizational Skills

Client Service

Education

Bachelor’s degree

Job description

Ameriprise Financial Services, LLC is looking for a dedicated support professional to assist in client service and relationship management. The role involves managing client interactions, ensuring compliance through accurate documentation, and supporting advisors with their workflows.

The ideal candidate will have at least a Bachelor’s degree and five years of client service experience, demonstrating excellent organizational and time management skills while upholding impeccable client service standards.