Ameriprise

Client Service Specialist

Southlake, Texas · Part-time

No sponsorshipDetected 14 days ago

NegotiationCommunicationCollaborationMentoring

About the role

Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients.
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.

General administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events.
Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.
Practice Support duties may include: delivery of Ameriprise Client Experience for clients of one or more practices.
As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders.
logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events.

Associate (2-year) degree or equivalent
1-3 years Relevant Experience Required
If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today.

Bachelors degree or equivalent
Understanding of business basics (profitability, negotiation), ability to work directly with clients to understand, resolve and detail any and all requests, informational updates and concerns.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
Working together, in-person, is foundational to how we achieve results.
Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week.
Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
We are a longstanding leader in financial planning and advice, a global asset manager and an insurer.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way!
We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential!

equal opportunity employer.
If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.