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Ameriprise Financial Services, LLC · 2 days ago

Client Service Specialist

Newton, MA

Full-time

Onsite

Entry Level

$25.14/hr - $34.51/hr

1+ years exp

Ameriprise Financial is a diversified financial services leader dedicated to providing personalized client experiences. The Client Service Specialist will conduct administrative responsibilities and provide practice management support for advisors, ensuring a high-quality client experience.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

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.)

Qualification

Client Service ExperienceInterpersonal SkillsWritten CommunicationOral CommunicationMulti-taskingFinancial PracticeConfidentialityIntegrity

Required

Associate (2-year) degree or equivalent

1-3 Years Relevant Experience Required

Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction

Excellent interpersonal skills to interact efficiently with clients

Effective Shown Written And Oral Communication Skills

Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities

Understanding of a financial advisors practice

Benefits

Vacation time

Sick time

401(k)

Health, dental and life insurances

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)