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Client Service Specialist – Career in Finance
Job in
Ojai, Ventura County, California, 93023, USA
Listed on 2026-09-09
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-09-09
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Ameriprise Financial is hiring a Client Service Specialist in California to work with clients and advisors. This hands-on role combines client service, financial services operations, problem-solving, and teamwork. You’ll handle account-related requests, prepare reports, and support the team to create an exceptional client experience.
Ideal candidates are service-oriented, proactive, and eager to learn. A bachelor’s degree and strong communication skills are required, with licensing support and
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