Client Service Specialist - Ameriprise Financial Advisors - Newton MA

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding 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, 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 Description

Ameriprise Financial takes 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.

Key Responsibilities

• Conduct reception support including answering phones, greeting clients and addressing client service requests.
• Perform general administrative duties such as logging correspondence and check deposits, maintaining client files, managing office supplies, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.
• Support practice management by delivering the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.
• Aid advisors in preparing or following up after client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).

Required Qualifications

• Average (2-year) degree or equivalent.
• 1-3 years relevant experience required.
• Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
• Show excellent interpersonal skills to interact efficiently with clients.
• Show effective written and oral communication skills.
• Function in a fast-paced environment, maintain operational quality, and balance multiple priorities.
• Understand a financial advisor’s practice.