Wealth Client Experience Specialist

Ameriprise Financial; Scottsdale (AZ); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

401k with company match

Profit sharing

Job summary

Ameriprise Financial invites a Client Service Associate to support the Clear Edge Private Wealth team in Scottsdale, AZ. You will assist advisors, manage client interactions, and coordinate meetings with a focus on accuracy and timely follow-ups.

The role blends client service and operations, requiring strong communication, confidentiality, and teamwork to help maintain high-quality client experiences and drive growth.

Qualifications

• 2+ years of experience in client service or financial services.
• Licensing in Financial Services is preferred.
• Excellent verbal and written communication with strict confidentiality.

Responsibilities

• Handle incoming calls and troubleshoot issues, ensuring every client feels valued.
• Efficiently manage schedules and appointments for the team and coordinate meetings.
• Prepare preliminary financial planning recommendations for advisors to use in meetings.

Skills

Client service

Communication skills

Teamwork

Professionalism

Confidentiality

Education

High school diploma required

Associate's/Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Ameriprise Financial invites a Client Service Associate to support the Clear Edge Private Wealth team in Scottsdale, AZ. You will assist advisors, manage client interactions, and coordinate meetings with a focus on accuracy and timely follow-ups.

The role blends client service and operations, requiring strong communication, confidentiality, and teamwork to help maintain high-quality client experiences and drive growth.