Ameriprise Financial
Client Service Specialist
Lexington, South Carolina · Part-time
Sponsorship not specifiedDetected 21 days ago
NegotiationCommunicationMentoring
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.
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.
- 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.
Requirements
- 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.
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.
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.
- 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!
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
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This listing is sourced directly from Ameriprise Financial's careers page and normalized into a canonical job model.