Ameriprise Financial
Client Service Specialist
Lexington, South Carolina · Junior · Part-time
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About the role
- At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way!
- 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.
- Looking to advance your career further through licensing?
Responsibilities
- 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.
- Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.
Requirements
- Associate (2-year) degree or equivalent
- 1-3 years Relevant Experience Required
Nice to have
- 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.
- Full-Time/Part-Time
- Exempt/Non-Exempt
- Job Family Group
- Line of Business
- AAG Ameriprise Advisor Group
- Ameriprise Financial is an equal opportunity employer.
Skills
- Excellent interpersonal skills to interact effectively with clients.
- Effective shown written and oral communication skills.
Company info
- 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.
- Our team of 22,000 people across 19 countries, serves more than 3.5 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.
- Looking to advance your career further through licensing? 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!
- 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!
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.