Client Service Specialist

Client Service Specialist – Ameriprise Financial Services, LLC

We pride ourselves on delivering a personalized experience to every client. If you thrive in a role where you can help others and create a positive impact on clients’ overall experience, we invite you to join our team.

• Reception support: answer phones, greet clients and address client service requests.
• General administrative duties: log correspondence, manage deposits, maintain client files, supply management, process expense reports, initiate maintenance requests, schedule wholesalers and support branch seminar events.
• Practice support: deliver the Ameriprise Client Experience, introduce clients to the digital experience, schedule appointments and enter client data into various applications.
• Assist advisor(s) in preparation or follow‑up to client meetings and support the practice’s marketing programs (events, go‑social, MOD, etc.).

• Associate (2‑year) degree or equivalent.
• 1‑3 years relevant experience.
• Maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
• Excellent interpersonal and written and oral communication skills.
• Ability to function in a fast‑paced environment, balance multiple priorities, and maintain operational quality.
• Understanding of a financial advisor’s practice.

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. We advise, manage and protect the assets and income of millions of individuals, small businesses and institutional clients.

Estimated hourly rate: $25.14 – $34.51 / hour. In addition, most roles are eligible for variable pay in the form of bonus, commissions and/or long‑term incentives.

Comprehensive benefits program including vacation time, sick time, 401(k), health, dental and life insurance, and more.

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.

Full‑time – Non‑Exempt

Business Support & Operations – AAG Ameriprise Advisor Group