Hybrid Client Service Specialist – Financial Services

Ameriprise Financial; Denver (CO); Hybrid; USD 52,000 - 72,000; Full time

Job summary

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. You will handle administrative duties, welcome clients, and manage client data across applications.

This role offers licensing support and career development through training and mentoring. The position emphasizes in-office collaboration with at least four days per week in the office and one day remote, aligning with our client-centric,

Qualifications

• Associate (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Able to maintain confidentiality, demonstrate professionalism, and operate with limited direction.
• Excellent written and oral communication skills.
• Ability to function in a fast-paced environment and balance multiple priorities.
• Understanding of a financial advisor's practice.

Responsibilities

• Answer phones and greet clients during business hours.
• Log and distribute correspondence and deposits; manage office supplies and vendor requests.
• Enter client data into various applications and maintain client files.
• Support one or more advisors with client meetings and follow-ups.
• Assist with marketing programs and branch events.

Skills

Interpersonal skills

Written communication

Oral communication

Multitasking

Confidentiality

Education

Associate degree

Job description

Ameriprise Financial is seeking a Client Service Specialist to provide front desk support and practice management assistance for one or more advisors. You will handle administrative duties, welcome clients, and manage client data across applications.

This role offers licensing support and career development through training and mentoring. The position emphasizes in-office collaboration with at least four days per week in the office and one day remote, aligning with our client-centric,