Client Experience Specialist — Financial Practice
Job in
Newton, Middlesex County, Massachusetts, 02165, USA
Listed on 2026-06-18
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-06-18
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Healthcare Administration
Job Description & How to Apply Below
Ameriprise Financial Services, LLC in Newton, Massachusetts, is seeking a Client Service Specialist to manage front desk operations and provide essential practice management support. You will be responsible for greeting clients, answering phones, and managing administrative duties like log correspondence and client data entry.
The ideal candidate will have an Associate's degree with 1-3 years of relevant experience, excellent communication skills, and the ability to work effectively in a fast-paced environment. The role requires in-office presence five days a week.
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