Wealth Management Client Experience Lead

Ameriprise Financial; Ohio; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

401k

Job summary

Ameriprise Financial in Dublin, OH is seeking a Client Service Manager/Administrative Assistant to support a growing financial advisory practice. This in‑office role emphasizes delivering exceptional client experiences and coordinating daily operations.

The ideal candidate has at least 3 years in client service or admin, strong organizational skills, and a professional presence. Salary starts at $50,000 with negotiable terms; full‑time, 30–40 hours weekly, with health insurance and a 401(k) plan.

Qualifications

• 3+ years of client service or administrative experience.
• Experience in financial services preferred.
• Excellent attention to detail and organization.
• Strong communication and professional presence.

Responsibilities

• Serve as primary contact for clients with responsive service.
• Coordinate calendars and meetings; support advisor priorities.
• Prepare client profiles, open accounts, process transfers.
• Assist in client engagement initiatives and growth efforts.

Skills

Client service

Administrative support

Organizational skills

Communication skills

Relationship management

Job description

Ameriprise Financial in Dublin, OH is seeking a Client Service Manager/Administrative Assistant to support a growing financial advisory practice. This in‑office role emphasizes delivering exceptional client experiences and coordinating daily operations.

The ideal candidate has at least 3 years in client service or admin, strong organizational skills, and a professional presence. Salary starts at $50,000 with negotiable terms; full‑time, 30–40 hours weekly, with health insurance and a 401(k) plan.