Ameriprise Financial Services, LLC · 2 hours ago
Receptionist / Client Service Coordinator
Ameriprise Financial is a family-oriented professional office in NE Grand Rapids seeking a personable Receptionist / Client Service Coordinator. This role serves as the first point of contact for clients while coordinating client service tasks with multiple advisors, ensuring a welcoming atmosphere and providing exceptional customer service.
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Responsibilities
Greet and assist clients in a friendly and professional manner at the front desk
Answering incoming calls and directing them to the appropriate advisor
Assist with client service account inquiries, addressing any concerns or questions promptly
Provide advisor support including scheduling appointments, managing calendars, preparing for meetings, and completing follow up tasks
Utilize Microsoft Office suite for drafting emails, letters, and data entry
Perform accurate data entry to maintain client records, databases, forms, and financial planning analysis
Ensure the office environment is organized and well-maintained, including managing office supplies
Maintain strict confidentiality of sensitive information while adhering to company policies
Qualification
Required
Strong communication skills, both verbal and written
Effective client service skills with the ability to handle inquiries professionally and courteously
Proficiency in computer literacy, including Microsoft Office Suite
Associate degree
Ability to commute to Grand Rapids, MI 49525
Preferred
Previous experience as a receptionist or an administrative role
Administrative Assistant: 3 years
Receptionist: 3 years
Benefits
Paid time off
Retirement plan
Company
Ameriprise Financial Services, LLC
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 (75)
2024 (74)
2023 (62)
2022 (105)
2021 (82)
2020 (73)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-03
2025-10-02
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