Client Service Specialist

Client Service Specialist – Ameriprise Financial Services, LLC

Join to apply for the Client Service Specialist role at Ameriprise Financial Services, LLC
. 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 providing 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 reach your full potential!

• Responsible for reception support including answering phones, greeting clients and addressing client service requests.
• General administrative duties performed may include 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 responsibilities may include 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.).

• Associate (2-year) degree or equivalent.
• 1–3 Years Relevant Experience Required.
• Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
• Excellent interpersonal skills to interact efficiently 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.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With a team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

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.