Client Services Manager/Administrative Assistant

Responsibilities

• Serve as the primary point of contact for clients, providing responsive and professional service
• Build and maintain strong client relationships through consistent communication and personalized outreach
• Manage daily office workflows, coordinate calendars, and schedule meetings to support advisor priorities
• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office as needed
• Support business development initiatives by scheduling client and prospect meetings

Requirements

• 3+ years of client service or administrative experience
• Exceptional attention to detail and strong organizational skills
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, self-starter mentality with the ability to anticipate needs

Preferred Qualifications

• Previous experience working with Ameriprise Financial

Benefits

• Competitive salary ($50,000+ negotiable based on experience)
• Health Insurance
• 401k

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. We serve more than 3.5 million individual, small business, and institutional clients globally. This specific position is with an Ameriprise Financial Franchise owner, offering a collaborative and high-integrity environment.