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Client Service Specialist
Ameriprise Dallas, TX
$76k-102k (estimate)
Full Time | Durable Manufacturing 1 Month Ago
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Ameriprise is Hiring a Client Service Specialist Near Dallas, TX

Luminate, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Service Specialist to join our team in our Dallas, TX or Houston, TX office locations. We are proud to have been named to the Forbes Best-in-State Wealth Management Teams list in 2023 and 2024, and to have received the Best Places to Work award by the Dallas Business Journal in 2022, and Houston Business Journal in 2022 and 2023. The Client Service Specialist will provide general and specialized operations support as required by advisors. The client experience and relationship model will be used as the metric for all execution and support. This person will assist in gathering and analyzing client data, help prepare financial plans, work with clients to process transactions and trades and any other support needed by advisors and clients for an exceptional service experience. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Durable Manufacturing

SALARY

$76k-102k (estimate)

POST DATE

03/13/2024

EXPIRATION DATE

04/12/2024

WEBSITE

ameripriseco.com

HEADQUARTERS

LA VERGNE, TN

SIZE

25 - 50

FOUNDED

1989

CEO

MICHAEL MCGREW

REVENUE

<$5M

INDUSTRY

Durable Manufacturing

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The job skills required for Client Service Specialist include Client Service, Futures, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Client Service Specialist positions, which can be used as a reference in future career path planning. As a Client Service Specialist, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Specialist. You can explore the career advancement for a Client Service Specialist below and select your interested title to get hiring information.

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If you are interested in becoming a Client Service Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Specialist for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Service Specialist job description and responsibilities

Build and nurture strong personal relationships with clients.

03/06/2022: Boise, ID

Client services representatives manage client relationships and provide customer support.

02/22/2022: Pittsfield, MA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Service Specialist jobs

These positions require familiarity with customer services tools and programs.

01/27/2022: Bradenton, FL

Communicate clearly with customers.

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Step 3: View the best colleges and universities for Client Service Specialist.

Butler University
Carroll College
Cooper Union
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