At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today.

As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders.

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support it's all about helping you reach your full potential!

Key Responsibilities :

Responsible for reception support including answering phones, greeting clients and addressing client service requests.

General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.

Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.

Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).

Required Qualifications

Associate (2-year) degree or equivalent.

• 1-3 years relevant experience required.
• Able to maintain confidentiality, demonstrate integrity, and operate under limited / minimal direction.
• Excellent interpersonal skills to interact efficiently with clients.
• Effective shown written and oral communication skills.
• Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
• Understanding of a financial advisors practice.

About Our Company

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.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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

Exempt / Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Last updated : 2024-05-01