Client Service Specialist - Ameriprise Financial : Job Details

Responsible for reception support including answering phones, greeting clients and addressing client service requests. General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events. Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications. Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.). Required Qualifications. Associate (2-year) degree or equivalent .-3 years relevant experience required. Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction. Excellent interpe...Client Service, Specialist, Service, Asset Manager, Financial Planning, Client, Retail