Hybrid Client Service Specialist—Financial Planning Support

Ameriprise Financial; Lansing (MI); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

In-Office Collaboration

Job summary

Ameriprise Financial is seeking a Client Service Specialist to provide front desk reception and practice support for one or more advisors. You will greet clients, handle inquiries, and assist with scheduling, data entry, and entry of client information into various applications.

The role emphasizes delivering the Ameriprise Client Experience, supporting marketing activities, and coordinating events while maintaining high confidentiality and professionalism in a fast-paced environment.

Qualifications

• Associate degree or equivalent required.
• 1-3 years relevant experience.
• Ability to maintain confidentiality and professionalism.

Responsibilities

• Provide front desk reception support by answering phones and greeting clients.
• Log correspondence, deposits, and maintain client files.
• Process expense reports and office supply management.

Skills

Customer service

Professional communication

Confidentiality

Office administration

Data entry

Scheduling meetings

Education

Associate degree

Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

Outlook

Job description

Ameriprise Financial is seeking a Client Service Specialist to provide front desk reception and practice support for one or more advisors. You will greet clients, handle inquiries, and assist with scheduling, data entry, and entry of client information into various applications.

The role emphasizes delivering the Ameriprise Client Experience, supporting marketing activities, and coordinating events while maintaining high confidentiality and professionalism in a fast-paced environment.