Client Service Representative
4 weeks ago
We are seeking a highly skilled Client Service Specialist to join our team at Ameriprise Financial. As a Client Service Specialist, you will be responsible for providing exceptional client service and support to our clients and advisors.
Key Responsibilities:
Provide reception support, including answering phones, greeting clients, and addressing client service requests.
Perform general administrative duties, such as logging correspondence and check deposits, maintaining client files, and processing expense reports.
Assist advisors in preparation or follow-up to client meetings and support the practice's marketing programs.
Responsible for scheduling client appointments and entering new and existing client data into various applications.
Requirements:
Associate (2-year) degree or equivalent.
1-3 years relevant experience required.
Excellent interpersonal skills to interact efficiently with clients.
Ability to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.
About Ameriprise Financial
We are a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advises and manages assets and income of more than 2 million individual, small business, and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager, and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions, and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.
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