Client Services Manager​/Administrative Assistant

About Us

At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high‑integrity environment where your contributions are valued and your professional development is encouraged.

This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.

Step into an instrumental role at the heart of a fast‑paced, client‑focused financial planning office. As an Administrative Assistant, you will help ensure the practice operates efficiently while delivering a high‑touch, personalized experience that sets us apart.

You’ll work closely with financial advisors, clients, and the home office—acting as both an operational anchor and a relationship builder.

• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)

• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities

• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed

• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long‑term growth

We’re seeking someone who combines organization, initiative, and a client‑first mindset
:

• 3+ years of client service or administrative experience
• Ameriprise Financial previous experience preferred
• Exceptional attention to detail and strong organizational skills
• Proactive, self‑starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast‑paced environment
• Positive attitude with a desire to learn and grow

In this role, you will:

• Play a critical part in shaping the client experience
• Become a trusted partner to financial advisors
• Help drive the efficiency and growth of the practice
• Build a meaningful career in financial services

• Salary: $50,000+ Negotiable (based on experience)
• Benefits: Health Insurance and 401k
• Schedule: Full‑time 30‑40 hours per week
• Location: In‑office role (Dublin, OH)

The most successful candidate is someone who is:

• relationship builder who enjoys connecting with clients
• detail‑oriented operator who keeps everything running smoothly
• problem solver who takes initiative without being asked
• team player who takes pride in contributing to a shared goal

If you’re motivated, detail‑oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.

The salary will be $50,000+/ year

Full time

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.