Client Service Specialist

Responsibilities

• Manage and organize office workflow to ensure a high-quality client experience.
• Support business management by ensuring accurate account setup and resolving issues with the corporate office.
• Maintain client management systems, files, and records in accordance with retention policies.
• Act as a liaison for clients by answering questions and providing account information.
• Coordinate client appreciation events, seminars, and meetings.
• Perform transaction requests and administrative tasks as directed by financial advisors.
• Proactively call clients or prospects to schedule appointments.

Requirements

• College degree or higher.
• 2+ years of experience in a similar professional service or administrative role.
• Ability to obtain and maintain Series 7, Series 66, and State life, accident, and health insurance licenses.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills with a polite phone manner.
• Ability to multi-task and manage time effectively in a fast-paced environment.

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.