Client Service Specialist

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

• Conducting all administrative duties such as logging/distributing correspondence and check deposits, maintaining office of supervisory jurisdiction and client files, managing office supplies, processing expense submissions, tracking approvals, initiating maintenance requests, scheduling wholesalers and support branch seminar series/events.
• Providing reception support by answering phones during regular business hours, greeting clients-prospects.
• Supporting the practice's marketing programs (events, go-social, MOD, etc.)
• Delivering Ameriprise Client Experience for clients of one or more practices.
• Assisting advisors in preparing or following up to client or prospect meetings.
• Entering client data into various applications, supervising progress vs. practice goals, addressing client service requests, establishing new clients with Ameriprise, including introducing the digital experience, supporting the practice's marketing programs (events, go-social, MOD, etc.).

Required Qualifications

• Associate (2-year) degree or equivalent
• 1-3 Years Relevant Experience
• Maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
• Show excellent interpersonal skills to interact effectively with clients.
• Show effective written and oral communication skills.
• Function in a fast-paced environment, maintain operational quality, balance multiple priorities.
• Understand 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.

Job Details

• Full-Time/Part-Time: Full time
• Exempt/Non-Exempt: Non-Exempt
• Job Family: Group Business Support & Operations
• Line of Business: AAG Ameriprise Advisor Group
• Ameriprise Financial is an equal opportunity employer.

Additional Information

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.