What are the responsibilities and job description for the Client Service Specialist position at Ameriprise Financial Services, LLC.?
Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you reach your full potential!
Key Responsibilities:
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.).
Required Qualifications
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 shown written and oral communication skills.
Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.
Understanding of a financial advisors practice.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
