Client Service Specialist - Newton - Ameriprise Financial

    Ameriprise Financial
    Ameriprise Financial Newton

    4 hours ago

    Description

    About Our Company

    We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

    Job Description

    At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders.

    Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you reach your full potential

    Key Responsibilities:

    * Responsible for reception support including answering phones, greeting clients and addressing client service requests.

    * General administrative duties performed may include logging correspondence and check deposits, maintenance of client files, office supply management, processing expense reports, initiating maintenance requests, scheduling wholesalers and supporting branch seminar events.

    * Practice Support responsibilities may include delivery of the Ameriprise Client Experience, introducing clients to the digital experience, scheduling client appointments and entering new and existing client data into various applications.

    * Assist advisor(s) in preparation or follow-up to client meetings and supporting the practice's marketing programs (events, go-social, MOD, etc.).

    Required Qualifications

    * Associate (2-year) degree or equivalent.

    * 1-3 years relevant experience required.

    * Able to maintain confidentiality, demonstrate integrity, and operate under limited/minimal direction.

    * Excellent interpersonal skills to interact efficiently with clients.

    * Effective shown written and oral communication skills.

    * Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.

    * Understanding of a financial advisors practice.

    Base Pay Salary

    The estimated hourly rate for this role is $ $34.51 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

    Full-Time/Part-Time

    Full time

    Exempt/Non-Exempt

    Non-Exempt

    Job Family Group

    Business Support & Operations

    Line of Business

    AAG Ameriprise Advisor Group

    Ameriprise 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.

    We 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.


  • Work in company

    Client Service Specialist

    Only for registered members

    About Our Company · We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and ...

    Newton $25.14 - $34.51 (USD) Full time

    1 week ago

  • Work in company

    Service Specialist

    Only for registered members

    Schedule: Tue OR Thu, 8 hours · Salary: $18.50 / hour · As a Service Specialist I, you will contribute to the excellent services for persons served by providing leadership in discrete service areas to a program in the areas of activities and recreation, dual disorders, housing, e ...

    Boston Part time

    2 weeks ago

  • Work in company

    Bilingual Customer Service Specialist

    Only for registered members

    This position is eligible for health benefits, such as medical, dental and vision coverage, · Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. · Additional benefits include a generous time away from work package, · including person ...

    Newton Full time

    1 month ago

  • Work in company

    Bilingual Customer Service Specialist

    Only for registered members

    This position is eligible for health benefits and additional benefits include a generous time away from work package. Customer Service Specialists work closely with customers to determine their needs and answer questions about Sherwin-Williams products.Ensure high levels of custo ...

    Newton

    1 month ago

  • Work in company

    Service Specialist

    Only for registered members

    Overview · Contributes to excellent services for persons served by providing leadership in discrete service areas to a program in the areas of activities and recreation, dual disorders, housing, employment, or education. · Responsibilities · The essential job duties/responsibilit ...

    Boston Part time

    4 days ago

  • Work in company

    Bilingual Customer Service Specialist

    Only for registered members

    Description · This position is eligible for health benefits, such as medical, dental and vision coverage, Flexible Spending Accounts (FSAs), disability coverage, security, retirement and saving benefits. Additional benefits include a generous time away from work package, includin ...

    Newton, MA, United States

    7 hours ago

  • Work in company

    Service Specialist

    Only for registered members

    · Overview · Contributes to excellent services for persons served by providing leadership in discrete service areas to a program in the areas of activities and recreation, dual disorders, housing, employment, or education. · Responsibilities · The essential job duties/responsibi ...

    Allston, Massachusetts, United States

    6 hours ago

  • Work in company

    Retail Service Specialist

    Only for registered members

    The Retail Service Specialist will support the Store Manager in areas of sales, customer service. · Lead store team members in providing excellent customer service to retail and professional customers. · Supervise the customer service levels on the retail showroom. · ...

    Waltham $15 - $20 (USD)

    1 month ago

  • Work in company

    Field Service Specialist

    Only for registered members

    +Job description: · +Minimum of 2 to 3 Years Experience · +Ability to travel to remote locations · +Have own vehicle to drive to different locations and support end Users+Providing a high level of customer satisfaction and extremely strong communicator in both verbal and written ...

    Waltham

    1 month ago

  • Work in company

    Patient Services Specialist

    Only for registered members

    About Revere Medical: We promise to provide care you can trust outcomes you deserve and a future you can count on. · Provides exceptionally friendly customer service to every patient. · Manages the office phone system answering calls transferring calls answers patients questions. ...

    Boston $18 - $25 (USD) Full time

    3 weeks ago

  • Work in company

    Patient Services Specialist

    Only for registered members

    About Revere Medical: · At Revere Medical we promise to provide care you can trust, outcomes you deserve, and a future you can count on. We are guided by our steadfast commitment to improving patient outcomes by empowering providers to deliver exceptional care needed to forge str ...

    Brighton, MA, US

    7 hours ago

  • Work in company

    Mortgage Servicing Specialist

    Only for registered members

    · Company Description · About Collabera: · Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to se ...

    Waltham, MA $45,000 - $80,000 (USD) per year

    6 hours ago

  • Work in company

    Patient Services Specialist

    Only for registered members

    We promise to provide care you can trust, outcomes you deserve, and a future you can count on. · ...

    Brighton, MA

    1 month ago

  • Work in company

    Customer Service Specialist

    Only for registered members

    · Customer Service Specialist · Needham Heights, MA | Full-Time | Monday–Friday 8:00 AM – 4:30 PM · In-Person (Hybrid possible after 90 days) · $27.00–$31.00/hour (based on experience) · Love solving problems and keeping things moving? We're hiring a Customer Service Specialist ...

    Needham $27 - $31 (USD) Full time

    1 week ago

  • Work in company

    Customer Service Specialist

    Only for registered members

    · Description · Customer Service Specialist · Needham Heights, MA | Full-Time | Monday–Friday 8:00 AM – 4:30 PM · In-Person (Hybrid possible after 90 days) · $27.00–$31.00/hour (based on experience) · Love solving problems and keeping things moving? We're hiring a Customer Servi ...

    Needham, Massachusetts $50,000 - $85,000 (USD) per year

    6 hours ago

  • Work in company

    Bilingual Customer Service Specialist

    Only for registered members

    This position involves working closely with wholesale and retail customers to determine their needs and answer questions about Sherwin-Williams products. · Determine customer needs and recommend solutions. · Promptly resolve customer concerns. · ...

    Watertown Full time

    1 month ago

  • Work in company

    Bilingual Customer Service Specialist

    Only for registered members

    This position is eligible for health benefits and a generous time away from work package.Customer Service Specialists work closely with wholesale and retail customers to determine their needs. · ...

    Watertown

    1 month ago

  • Work in company

    Customer Service Specialist

    Only for registered members

    We are looking for a highly motivated self-starter with strong communication skills to join our dynamic customer service team. · Duties include managing customers' orders from web portals, coordinating order treatment with various departments, · and supporting the customer servic ...

    Boston, MA

    1 month ago

  • Work in company

    Customer Service Specialist

    Only for registered members

    We are seeking a dynamic customer service team member for our 3D Customer Service Specialist position. · ...

    Boston Full time

    1 month ago

  • Work in company

    Customer Service Specialist

    Only for registered members

    Customer Service Specialist · Needham Heights, MA | Full-Time | Monday–Friday 8:00 AM – 4:30 PM · In-Person (Hybrid possible after 90 days) · $27.00–$31.00/hour (based on experience) · Love solving problems and keeping things moving? We're hiring a Customer Service Specialist wit ...

    Needham, MA $50,000 - $85,000 (USD) per year

    1 week ago

  • Work in company

    Commercial Loan Servicing Specialist

    Only for registered members

    The Commercial Loan Servicing Specialist is responsible for timely and accurate boarding and maintenance of all new and existing commercial loans. The role involves processing monthly SWAP payments, preparing reports, working with the Commercial Loan Administration team and Offic ...

    Waltham

    1 month ago

Jobs
>
Client services specialist
>
Jobs for Client services specialist in Newton