Client Service Specialist

Job Description

At Ameriprise Financial, we take pride in providing clients with a personalized experience. As a Client Service Specialist, you will conduct administrative responsibilities for front desk support and provide practice management support for advisors or leaders.

• Reception support: answer phones, greet clients and address service requests.
• General admin: log correspondence and check deposits, maintain client files, manage office supplies, 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, enter client data into applications.
• Assist advisors 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 of relevant experience.
• Maintain confidentiality, demonstrate integrity, and operate under limited direction.
• Excellent interpersonal skills for client interaction.
• Effective written and oral communication.
• Function in a fast‑paced environment, maintain operational quality, balance multiple priorities.
• Understanding of a financial advisor’s practice.

Applicants must have valid U.S. work authorization that does not now or in the future require visa sponsorship.

This is a client‑centric role that requires in‑office collaboration. Employees in this role work in the office five (5) days per week.

Estimated hourly rate: $25.14 – $34.51. Total compensation may include variable pay such as bonus, commissions, and/or long‑term incentives. Benefits include vacation time, sick time, 401(k), health, dental and life insurance.

Ameriprise Financial is an equal‑opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

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.