Client Service Specialist
Core
Provide front desk support and practice management assistance for financial advisors, handling administrative tasks, client scheduling, and data entry.
Role type
Client Service Specialist (Administrative & Practice Support)
Builds
Administrative workflows, client appointment schedules, and practice operational support for Ameriprise Financial advisors.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
General administrative duties, client file management, appointment scheduling, data entry, expense processing, reception support, office supply management, event support, confidentiality, professionalism, interpersonal skills, written and oral communication, multitasking in fast-paced environments, understanding of financial advisor practices.
Preferred skills
Business basics (profitability, negotiation), client request resolution, digital experience introduction.
Technologies
Various applications for client data entry.
Responsibilities
Log and distribute correspondence and check deposits; maintain office of supervisory jurisdiction and client files; manage office supplies and equipment; process expense submissions; initiate maintenance requests; schedule wholesalers and support branch seminars; answer phones and greet clients; schedule client/prospect appointments; enter client data into applications; supervise progress vs. practice goals; address client service requests; establish new clients and introduce digital experiences; assist advisors in meeting preparation and follow-up; support practice marketing programs.
Seniority
Entry to Mid-level, hands-on IC