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 creating 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 effectively develop to reach your full potential!
Conduct all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders.
Responsibilities
- General administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events. Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.
- Practice Support duties may include: delivery of Ameriprise Client Experience for clients of one or more practices. Responsibilities may include; scheduling client or prospect appointments, entering client data into various applications, tracking progress vs. practice goals, addressing client service requests, establishing new clients with Ameriprise, including introducing the digital experience, assisting advisor in preparation or follow-up to client or prospect meetings. 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.
- Demonstrated professionalism.
- Ability to operate under limited/minimal supervision.
- Excellent interpersonal skills to interact effectively with clients.
- Effective proven written and oral communication skills. Strong client service orientation.
- Ability to function in fast-paced environment and maintain operational quality.
- Demonstrated ability to handle multiple priorities.
- Effectively complete tasks in the most efficient and accurate manner.
- Ability to be team player.
- Strong organizational skills and detail oriented.
- Proficient with standard office equipment.
- Familiar with standard business hardware and software.
- Understanding of a financial advisors practice.
Preferred Qualifications
- Bachelors degree or equivalent
- Understanding of business basics (profitability, negotiation), ability to work directly with clients to understand, resolve and document any and all requests, informational updates and concerns.
About Our Company
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.
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. |
