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
Operational support for Ameriprise Financial advisor practices
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Administrative duties, Client scheduling, Data entry, Office management, Reception support, Expense processing, Event coordination
Preferred skills
Business basics understanding, Client relationship management, Conflict resolution
Technologies
Various applications (specifics not listed)
Responsibilities
Answer phones and greet clients, Log and distribute correspondence, Maintain client files and office supply inventory, Schedule client appointments and branch events, Enter client data into applications, Support practice marketing programs
Seniority
Entry to Mid-level, Individual Contributor