Client Service Specialist

Ameriprise Financial

Client Service Specialist supporting Ameriprise financial advisors with administrative, case-management, and account-servicing work. Preparing client documents, maintaining records, and coordinating meetings in a remote financial-planning office.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and communication skills while providing administrative support and case management in the financial services industry. Proficient in client management systems and MS Office tools, with a focus on customer service and compliance with industry regulations.

Highest-signal resume keywords

Financial Services ExperienceClient Management System SetupMS Word ProficiencyMS Excel ProficiencyCustomer Service Expertise

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Case ManagementDocument PreparationClient Information ManagementFinancial Planning Software LearningAccount Servicing

Soft Skills

Analytical SkillsVerbal CommunicationAttention to DetailTime ManagementPositive Attitude

Certifications & Qualifications

Series 7Series 66

Industry Keywords

Financial PlanningClient ServiceInvestment ManagementRecords Retention PolicyFINRA Compliance

About the role

Key responsibilities & impact

Perform administrative support and case management for financial advisors
Provide primarily back-office assistance and potentially client-facing support
Review and prepare documents and update client information for client review meetings
Manage and resolve client service problems
Perform other allowable duties assigned by financial advisors
Set up and maintain the client management system
Call clients or prospects to arrange meetings or appointments
Assist with client appreciation events, seminars, and client mailings
Work with the home office to ensure accurate account setup and resolve issues
Answer client questions and provide available account-servicing information when requested and allowable
Maintain files and records according to the records retention policy

Requirements

What you’ll need

Direct experience in the financial services industry as a paraplanner, client service associate, or advisor
Strong analytical, verbal communication, and writing skills
Strong attention to detail, positive attitude, and desire to learn
Interest in financial planning, client service, and investment management
Proficiency in MS Word and MS Excel
Ability to learn financial planning software
Ability to work independently
Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA
High School Diploma or equivalent
Independent self-starter
Process-driven multitasker
Organized with strong time management skills
Bachelor's Degree preferred
Case Management experience preferred
Robust, in-depth Customer Service experience preferred
Series 7 and 66 preferred
Cover letter addressing all requested application topics is required

Benefits

Comp & perks

401(k) with company match
401(k) with 3% match
Health, Dental and Vision insurance
Life Insurance
Long Term Disability Insurance
Employee assistance program
Flexible schedule
Paid time off
Remote and Hybrid Work Available
Professional Development Assistance
Team Engagement Events