{"id":786295,"url":"https://alion.io/job/ameriprise-client-service-specialist-2","title":"Client Service Specialist","company":{"id":449655,"name":"Ameriprise Financial","domain":"ameriprise.com","url":"https://alion.io/company/ameriprise","size_band":"1001-5000","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":98,"open_postings":16,"ghost_share":0,"stale_share":0.063,"repost_share":0,"time_to_fill_p50_days":22,"computed_at":"2026-09-24T05:45:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Allentown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":28000,"max_usd":60000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":374},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-08-19T00:00:00Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-25T01:39:51Z","board_verified":true,"closed_at":null,"days_open":37,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":36},"description":"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.\nThis position is with an Ameriprise Financial Franchise owner.\nJob Description\nThe Client Services Specialist serves as a primary relationship manager for existing clients and plays a critical role in ensuring an exceptional client experience. This position is responsible for managing ongoing client service needs, preparing for client meetings, coordinating follow-up activities, maintaining workflow systems, and supporting advisors in delivering comprehensive wealth management services. The ideal candidate is client-focused, highly organized, detail-oriented, and committed to delivering proactive, responsive service.Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.\nClient Relationship Management:\nServe as the first point of contact for client inquiries via phone, email, and secure messaging.\n\nProvide exceptional service and support to clients, ensuring timely responses and issue resolution.\n\nBuild positive relationships with clients and support the firm's commitment to delivering a high-touch client experience.\n\nCoordinate client communications and follow-up activities.\n\nClient Onboarding:\nFacilitate the new client onboarding process from initial engagement through account setup.\n\nCreate and configure client access to secure client portals and technology platforms, including OmniView.\n\nPrepare and send welcome packages, onboarding instructions, and required client communications.\n\nTrack onboarding progress and ensure all required documentation is completed accurately and promptly.\n\nCoordinate with advisors and operations staff to ensure seamless onboarding experience.\n\nCRM Administration & Data Management:\nMaintain accurate and up-to-date client records within the CRM system.\n\nEnter and update client information, meeting notes, service activities, and workflow tasks.\n\nMonitor data integrity and conduct periodic audits of client records.\n\nSupport workflow management and help ensure client service requests are completed on time.\n\nGenerate reports and assist with tracking client service metrics.\n\nClient Meeting Preparation & Follow-Up:\nPrepare for client meetings by gathering required information, generating reports, and preparing necessary forms and documentation.\n\nCoordinate meeting logistics and ensure advisors have all relevant materials prior to meetings.\n\nDocument meeting notes, action items, and client requests.\n\nManage post-meeting follow-up activities and ensure all outstanding items are completed accurately and on time.\n\nTrack progress of client service requests and communicate status updates as needed.\n\nQualifications:\nRequired\nMinimum 2 years of experience in the financial services industry.\n\nMinimum 2 years of client service or relationship management experience.\n\nExcellent verbal and written communication skills with the ability to explain complex topics clearly.\n\nStrong time management, organizational, and prioritization skills.\n\nAbility to work independently while managing multiple deadlines and responsibilities.\n\nDemonstrated attention to detail and commitment to quality.\n\nAbility to maintain confidentiality and exercise discretion with sensitive client information.\n\nPreferred\nExperience working within a wealth management, financial planning, or investment advisory environment.\n\nFamiliarity with CRM systems and workflow management tools.\n\nIntermediate proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.\n\nStrong technical aptitude and ability to learn firm-specific software and systems.\n\nExperience supporting client account maintenance and investment operations.\n\nCore Competencies:\nClient Focus\n\nRelationship Management\n\nOrganizational Excellence\n\nAttention to Detail\n\nEffective Communication\n\nProblem Solving\n\nProcess Improvement\n\nAccountability\n\nTeam Collaboration\n\nProfessional Judgment\n\n Benefits Included:\nTen (10) vacation days\n\nFive (5) personal days\n\nThree (3) sick days\n\nPotential annual bonus of $2,500 (paid quarterly)\n\nPotential year-end bonus of $2,500\n\n13 Paid Holidays\n\nEmployer contribution of 2% of salary into a Simple IRA account after one (1) year of employment\n\nMedical Benefits (currently employee pays 30% of expense, subject to annual review)\n\nDental & Vision Benefits\n\nFull-Time/Part-Time\nFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.\nWe are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.","description_format":"text","description_chars":5529,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management","Personal Finance"],"lifecycle":[{"event":"open","at":"2026-09-12T01:58:49Z"},{"event":"close","at":"2026-09-22T01:40:04Z"},{"event":"reopen","at":"2026-09-23T19:34:06Z"}],"liveness":{"score":20,"band":"cold","label":"Long shot","p_open":1,"p_active":0.544,"p_room":0.36,"age_days":36,"expected_fill_days":22,"reasons":["conf:2","velocity","win:tail","crowd:junior,brand"],"computed_at":"2026-09-24T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/ameriprise-client-service-specialist-2","json_url":"https://alion.io/job/ameriprise-client-service-specialist-2.json","meta":{"generated_at":"2026-09-25T04:06:36Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4445,"day_limit":5000,"remaining_today":555,"minute_limit":60,"resets_at":"2026-09-26T00:00:00Z"}}}