Client Service Specialist Client Service Specialist …

Ameriprise Financial, Inc.
in Jacksonville, FL, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Jacksonville, FL, United States
Permanent, Full time
Be the first to apply
Client Service Specialist
Job Description

Job Description
Step into an instrumental role. Help conduct the smooth operation of a fast-paced - and friendly -
financial planning office. Work as an employee of an independent Franchise Advisory practice of
Ameriprise Financial.
Assist financial advisor and associate financial advisor in managing and organizing office workflow with
an emphasis on creating and delivering a unique client experience that defines and differentiates the
practice. This position will consistently follow high standards of business and professional ethics and
legal and regulatory requirements when dealing with others and/or performing work activities.
The Client Service Specialist supports the many different tasks for which the practice is responsible and
ties directly to the overall business plan of the practice. This role provides client relationship support
through direct interaction with clients to ensure seamless onboarding, accurate account setup and
proactive communication related to transactions and advisor recommendations. The position also
performs other administrative, business and practice management tasks, as needed. This role is critical
in allowing the advisor to focus more time and energy on client acquisition and deepening client
relationships, while providing assurance that their practice is being maintained and supported within
Ameriprise Financial guidelines.


Responsibilities - will change over time to meet the needs of the practice and can include other duties
as assigned by the advisor.
Client Care:
• Greet and extend hospitality to clients upon arrival
• Answer phone calls and provide assistance to clients, prospects, and vendors
• Answer questions and provide readily available information to clients, if requested and as
allowable, as it relates to servicing their accounts
• Set up and maintain client management system
• Call clients and prospects to schedule and confirm appointments
• Call clients to provide updates on follow up items
• Gather client data
• Prepare agendas, forms, and presentations
• Prepare client communications (e.g., greeting cards, letters, emails, and text messages)
• Document client contacts/calls
• Organize client files
• Track client special events and make appropriate contact per established client contact model
Administrative/Business Management:
• Copy and track all client and practice materials including business correspondence
• Work with home office to ensure accurate account setup and resolve issues
• Follow-up with home office on client and practice related issues
• Prepare correspondence for advisor signature
• Maintain files and records in accordance with the records retention policy
• Perform other allowable duties as assigned by the advisors
• Provide insight and recommendations to effectively use key tools (Salesforce, Marketing on
Demand, Go Social, Advisor website, etc.)
• Coordinate marketing events for the practice

Required Qualifications

Key Traits:
• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients, advisors, and staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Ability to support and provide guidance for compliance within the advisory practice
• Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
• High school diploma and 2+ years of similar experience (required)
• Experience with Salesforce and Outlook (preferred)

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

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.
Ameriprise Financial, Inc. logo
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