Ameriprise Financial Services, LLC · 12 hours ago
Client Service Specialist
Portage, MI
Full-time
Onsite
New Grad, Entry LevelAmeriprise Financial Services, LLC is experiencing significant growth and is seeking an experienced Client Service Specialist to support their independent advisor franchisee. The role involves assisting clients with service requests, scheduling appointments, and ensuring compliance with company guidelines while promoting a positive client experience.
CommercialConstructionProperty ManagementReal EstateResidential
No H1B
Responsibilities
Promote the brand of OsborneKlein’s desired image and industry position and ensure consistent client experiences within our multiple office locations
Professional attire is required within our private wealth environment
Make our clients feel welcomed; whether in-person or on the phone
Operate a multi-line multi-location phone system and handle general inquiries about the firm
Schedule client appointments
Change appointments when necessary and communicate with team members
Accommodate special request appointments and resolve schedule conflicts
Call clients, prior to their appointments, to remind them of their scheduled day and time with their advisor
Provide client service by responding to client inquiries about their accounts
Complete tasks to support client meetings, including joining the franchise advisor in client meetings
Facilitate business processing such as accessing client data, entering notes, completing forms, notating advisor direction during meetings with clients
Prepare and present correspondence and agreements for advisor and client signatures
Learn to use of proprietary financial planning software and tools
Process incoming and outgoing mail based on Ameriprise corporate compliance requirements
Maintain security by following procedures with sensitive client information
Learn and abide by Ameriprise corporate compliance and regulatory requirements
Qualification
Required
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Demonstrate a desire in building strong relationships and delivering superior client service
Ability to work independently and keep practice leadership aware of progress and challenges
Computer skills: Word, Excel, Outlook
Ability to adhere to policies, rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA
Preferred
College degree
Computer skills: Microsoft Teams, contact management systems, database software, and an aptitude to learn new software tools as necessary
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Founded in 1990
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase