Client Service Specialist
Core
Administrative and practice management support for financial advisors, handling client files, scheduling, and office operations.
Role type
Client Service Specialist (Administrative/Practice Support)
Builds
Operational support for Ameriprise Financial advisor practices
Domain
Financial Services / Wealth Management
Deliverable
client delivery | infrastructure
Required skills
Administrative duties, client file management, scheduling, data entry, office supply management, reception support, expense processing, event coordination
Preferred skills
Business basics understanding, client relationship management, conflict resolution
Technologies
Various applications for client data entry
Responsibilities
Logging and distributing correspondence, maintaining client files, answering phones and greeting clients, scheduling appointments, entering client data, supporting practice marketing programs
Seniority
Entry-level to Mid-level, individual contributor