Client Service Specialist
About The Position
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 effectively develop to reach your full potential!
Requirements
- Associate (2-year) degree or equivalent
- 1-3 years Relevant Experience Required
- Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
- Excellent interpersonal skills to interact effectively 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.
Nice To Haves
- Bachelors 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.
Responsibilities
- 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
- answering phones during regular business hours
- greeting clients-prospects
- scheduling client or prospect appointments
- 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
- assisting advisor in preparation or follow-up to client or prospect meetings
- supporting the practice's marketing programs (events, go-social, MOD, etc.)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
