What are the responsibilities and job description for the Client Services Manager/Administrative Assistant position at Ameriprise Financial Services, LLC?
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.
Job Description
About Us
At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.
This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.
About The Opportunity v 1.0
Step into an instrumental role at the heart of a fast-paced, client-focused financial planning office. As an Administrative Assistant, you will help ensure the practice operates efficiently while delivering a high-touch, personalized experience that sets us apart.
You’ll work closely with financial advisors, clients, and the home office—acting as both an operational anchor and a relationship builder.
Key Responsibilities
Client Experience & Relationship Support
Serve as a primary point of contact for clients, delivering responsive and professional service
Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
Operations & Workflow Management
Manage daily office workflow to ensure smooth, efficient operations
Coordinate calendars, schedule meetings, and proactively support advisor priorities
Account & Administrative Support
Prepare and maintain client profiles, open accounts, and process transfers
Handle transaction requests and coordinate with the home office when needed
Business Development Support
Schedule client and prospect meetings
Support initiatives that drive client engagement and long-term growth
What We’re Looking For
We’re seeking someone who combines organization, initiative, and a client-first mindset:
3 years of client service or administrative experience
Ameriprise Financial Previous Experience Preferred
Exceptional attention to detail and strong organizational skills
Proactive, self-starter mentality with the ability to anticipate needs
Strong communication skills and a polished, professional presence
Ability to manage multiple priorities in a fast-paced environment
Positive attitude with a desire to learn and grow
Why This Role Matters
In this role, you will:
Play a critical part in shaping the client experience
Become a trusted partner to financial advisors
Help drive the efficiency and growth of the practice
Build a meaningful career in financial services
Compensation & Work Environment
Salary: $50,000 Negotiable (based on experience)
Benefits: Health Insurance and 401k
Schedule: Full-time 30-40 hours per week
Location: In-office role (Dublin, OH)
Who Thrives Here
The most successful candidate is someone who is:
A relationship builder who enjoys connecting with clients
A detail-oriented operator who keeps everything running smoothly
A problem solver who takes initiative without being asked
A team player who takes pride in contributing to a shared goal
Ready to Grow With Us?
If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.
Base Pay Salary
The salary will be $50,000 / year
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
This position is with an Ameriprise Financial Franchise owner.
Job Description
About Us
At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.
This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.
About The Opportunity v 1.0
Step into an instrumental role at the heart of a fast-paced, client-focused financial planning office. As an Administrative Assistant, you will help ensure the practice operates efficiently while delivering a high-touch, personalized experience that sets us apart.
You’ll work closely with financial advisors, clients, and the home office—acting as both an operational anchor and a relationship builder.
Key Responsibilities
Client Experience & Relationship Support
Serve as a primary point of contact for clients, delivering responsive and professional service
Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
Operations & Workflow Management
Manage daily office workflow to ensure smooth, efficient operations
Coordinate calendars, schedule meetings, and proactively support advisor priorities
Account & Administrative Support
Prepare and maintain client profiles, open accounts, and process transfers
Handle transaction requests and coordinate with the home office when needed
Business Development Support
Schedule client and prospect meetings
Support initiatives that drive client engagement and long-term growth
What We’re Looking For
We’re seeking someone who combines organization, initiative, and a client-first mindset:
3 years of client service or administrative experience
Ameriprise Financial Previous Experience Preferred
Exceptional attention to detail and strong organizational skills
Proactive, self-starter mentality with the ability to anticipate needs
Strong communication skills and a polished, professional presence
Ability to manage multiple priorities in a fast-paced environment
Positive attitude with a desire to learn and grow
Why This Role Matters
In this role, you will:
Play a critical part in shaping the client experience
Become a trusted partner to financial advisors
Help drive the efficiency and growth of the practice
Build a meaningful career in financial services
Compensation & Work Environment
Salary: $50,000 Negotiable (based on experience)
Benefits: Health Insurance and 401k
Schedule: Full-time 30-40 hours per week
Location: In-office role (Dublin, OH)
Who Thrives Here
The most successful candidate is someone who is:
A relationship builder who enjoys connecting with clients
A detail-oriented operator who keeps everything running smoothly
A problem solver who takes initiative without being asked
A team player who takes pride in contributing to a shared goal
Ready to Grow With Us?
If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.
Base Pay Salary
The salary will be $50,000 / year
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $50,000