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© All Rights Reserved. ApplyBlast.com
Ameriprise Financial
The Client Services Specialist serves as a primary relationship manager for existing clients, ensuring an exceptional client experience through proactive and responsive service. This role involves managing ongoing client service needs, facilitating onboarding, maintaining CRM data, and supporting advisors in delivering comprehensive wealth management services. The ideal candidate is client-focused, highly organized, and detail-oriented.
Company Size
1-10 employees
Ameriprise Financial is a leading financial services company with more than 10,000 advisors dedicated to helping individuals and families achieve their financial goals. The company offers personalized financial planning, wealth management, retirement planning, and investment advisory services. With over 125 years of experience, Ameriprise provides clients with one-to-one financial advice, diversified portfolio recommendations, and ongoing goal-tracking support.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ameriprise Financial.
Ameriprise Financial didn’t post a salary, so this is our estimate from similar listings.
17% below the average for this role