Client Service Specialist

About the 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.

About the role

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 clients’ overall experience, we invite you to take your career to the next level by joining our team. 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. We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential.

Responsibilities

• Reception support including answering phones, greeting clients and addressing client service requests
• General administrative duties: 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: 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
• Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction
• Excellent interpersonal skills to interact effectively with clients
• Effective written and oral communication skills
• Ability to function in a fast-paced environment, maintain operational quality, and balance multiple priorities
• Understanding of a financial advisor's practice

Preferred Qualifications

• Bachelor's degree or equivalent
• Understanding of business basics (profitability, negotiation)
• Ability to work directly with clients to understand, resolve and detail any and all requests, informational updates and concerns

Work arrangement

We are a client-centric, relationship-based business. Working together in-person is foundational to how we achieve results. Employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. This is a full-time, non-exempt position.

Additional details

• Visa sponsorship: Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
• Job family group: Business Support & Operations
• Line of business: AAG Ameriprise Advisor Group