Client Service Specialist
Ameriprise Financial Services, LLC · Newton, MA
- On site
- Full-time
- $72,000 / year
- Newton, MA
Job highlights
- Handle administrative and reception duties.
- Support financial advisors and practice management.
- Enhance client experience and digital engagement.
- Requires excellent communication and interpersonal skills.
- Full-time, in-office role with benefits.
About the role
About Ameriprise Financial Services, LLC
We are a diversified financial services leader with over $1.5 trillion in assets under management, administration, and advisement as of year-end 2024. Our global team of 22,000 people serves over 3.5 million clients across 19 countries. We are a recognized leader in financial planning and advice, asset management, and insurance. Our commitment to clients, strong financial foundation, and distinct businesses—Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities—unite us. We offer meaningful careers, invest in the future, and make a positive impact on clients, institutions, and communities worldwide.
Job Description
At Ameriprise Financial, we are dedicated to providing clients with a personalized experience at every stage. If you thrive in an environment where you can assist others and enhance the client experience, we invite you to advance your career with us. As a Client Service Specialist, you will handle administrative duties for front desk support and provide practice management support to advisors or leaders.
We are committed to your career development, offering training, mentoring, and licensing support to help you achieve your full potential.
Key Responsibilities
- Provide reception support, including answering phones, greeting clients, and addressing service requests.
- Perform general administrative duties such as logging correspondence and check deposits, maintaining client files, managing office supplies, processing expense reports, initiating maintenance requests, scheduling wholesalers, and supporting branch events.
- Deliver the Ameriprise Client Experience, introduce clients to the digital platform, schedule appointments, and manage client data in various applications.
- Assist advisors with meeting preparation and follow-up, and support marketing initiatives like events and social media.
Required Qualifications
- Associate degree (2-year) or equivalent experience.
- 1-3 years of relevant experience.
- Ability to maintain confidentiality, demonstrate integrity, and work with minimal supervision.
- Excellent interpersonal skills for effective client interaction.
- Strong written and oral communication skills.
- Ability to work in a fast-paced environment, maintain quality, and balance multiple priorities.
- Understanding of a financial advisor's practice.
In-Office Collaboration
As a client-centric, relationship-based business, in-person collaboration is essential for achieving results. We foster a culture of face-to-face interaction, idea sharing, productivity, and connection to best serve our stakeholders. Employees in this role work in the office five (5) days per week.
Base Pay and Benefits
The estimated hourly rate for this role is $25.14 - $34.51. Our compensation philosophy is based on performance. Your initial total compensation will depend on your knowledge, skills, experience, and location. Most roles are eligible for variable pay (bonus, commissions, incentives). We also offer a comprehensive benefits program including vacation, sick time, 401(k), and health, dental, and life insurance.
Key skills/competency
- Client Service Specialist
- Administrative Support
- Practice Management
- Financial Services
- Client Relations
- Communication Skills
- Confidentiality
- Time Management
- Detail-Oriented
- Interpersonal Skills
Skills & topics
- Client Service Specialist
- Administrative Assistant
- Receptionist
- Financial Services
- Customer Support
- Practice Management
- Office Administration
- Client Relations
- Ameriprise Financial
- Entry Level
How to get hired
- Tailor your resume: Highlight administrative, client service, and financial practice experience. Quantify achievements where possible.
- Craft a compelling cover letter: Express your passion for client service and understanding of financial advising.
- Prepare for behavioral questions: Use the STAR method to showcase your problem-solving and client interaction skills.
- Research Ameriprise Financial: Understand their values, client-centric approach, and commitment to employee development.
- Express enthusiasm for in-office collaboration: Emphasize your preference for a team-oriented, in-person work environment.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary function of a Client Service Specialist at Ameriprise Financial?
- The Client Service Specialist at Ameriprise Financial primarily handles administrative responsibilities for front desk support and provides practice management support for financial advisors or leaders. This includes client interaction, file maintenance, and supporting advisor activities.
- What are the required qualifications for the Client Service Specialist role at Ameriprise Financial?
- To qualify for the Client Service Specialist position, you need an Associate degree or equivalent, 1-3 years of relevant experience, strong interpersonal and communication skills, the ability to maintain confidentiality and integrity, and an understanding of a financial advisor's practice. You must also be able to work in a fast-paced environment and balance multiple priorities.
- Does Ameriprise Financial offer support for career advancement and licensing for Client Service Specialists?
- Yes, Ameriprise Financial is dedicated to the career development of its Client Service Specialists. They offer training, mentoring, and licensing support to help employees reach their full potential and advance their careers.
- What is the work arrangement for the Client Service Specialist position at Ameriprise Financial?
- The Client Service Specialist role requires in-office collaboration five (5) days per week. This is a client-centric, relationship-based business where face-to-face interaction is foundational to achieving results.
- What is the estimated pay range for a Client Service Specialist at Ameriprise Financial?
- The estimated hourly rate for this role at Ameriprise Financial ranges from $25.14 to $34.51. Compensation is based on a pay-for-performance philosophy and can vary based on factors like experience and location.
- What benefits does Ameriprise Financial offer to its employees?
- Ameriprise Financial provides a competitive and comprehensive benefits program that supports health and well-being. This includes vacation time, sick time, 401(k) plans, and health, dental, and life insurance.
- What is Ameriprise Financial's stance on visa sponsorship for the Client Service Specialist role?
- Applicants for the Client Service Specialist role must possess valid work authorization that does not require future visa sponsorship for employment in the United States. This includes authorizations like H-1B, F-1 CPT, F-1 OPT, and TN.
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