Office Administrator/Customer Engagement Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Ameriprise Financial Services, LLC · 3 months ago

Office Administrator/Customer Engagement Specialist

Ameriprise Financial is a small office that encourages continuous growth and development. They are seeking an Office Administrator/Customer Engagement Specialist to help conduct smooth operations in a fast-paced financial planning office, utilizing multi-tasking and organizational skills to create a unique client-focused experience.

CommercialConstructionProperty ManagementReal EstateResidential
check
H1B Sponsor Likelynote

Responsibilities

Use superb multi-tasking and organizational skills to help conduct the smooth operations of a fast-paced and friendly financial planning office
Use impeccable people skills to greet and assist clients, creating a unique client-focused experience that defines and differentiates our practice
Follow and maintain high standards of business and professional ethics, legal, and regulatory requirements in all that you do

Qualification

Multi-taskingCustomer engagementOrganizational skillsPeople skillsTeam focused

Required

Warm, compassionate, driven, tech savvy, and team focused
Superb multi-tasking and organizational skills
Impeccable people skills
Ability to follow and maintain high standards of business and professional ethics, legal, and regulatory requirements

Benefits

On-the-job training
Paid time off

Company

Ameriprise Financial Services, LLC

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

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)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
linkedin
leader-logo
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
linkedin
Company data provided by crunchbase