What are the responsibilities and job description for the Client Service Specialist position at Ameriprise Financial?
Client Service Specialist
Tracy, CA
Alfred Ruiz, a Private Wealth Advisor with Ameriprise Financial is looking for a Client Service Specialist to join his well-established and growing team. We’re passionate about helping clients feel confident about their financial future through personalized planning and investment advice.
What You’ll Do :
- Deliver exceptional concierge-level service to clients, in person and over the phone.
- Manage the team calendar and coordinate client scheduling.
- Prepare for client meetings and handle follow-up tasks.
- Process paperwork, assist with new business onboarding, and ensure smooth office operations.
- Provide administrative support to help the team meet deadlines and goals.
What You’ll Need :
Why Join Us?
How to Apply :
If you’re a proactive, organized, and client-focused professional looking to grow with a dedicated team, apply today by submitting your cover letter, resume, and any supporting materials.
We look forward to hearing from you!
Salary : $22 - $26
