Highlights
Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.
Numbers & Facts
| Location | Dublin, OH |
| Industry | Financial Services |
| Company Size | 10,000 employees or more |
| Year Founded | 1894 |
| Website | https://www.ameriprise.com/careers |
Description
Job Description
Job Description
Client Service Manager/Administrative Assistant
*Candidates without prior financial services or wealth management experience are unlikely to be a fit*
Dublin, OH | Full-Time (In-Office)
About Us
At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.
This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.
________________________________________
About the Opportunity
Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.
In this position, you’ll be the backbone of a fast-paced, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.
Key Responsibilities
Client Experience & Relationship Support
• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
Operations & Workflow Management
• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities
Account & Administrative Support
• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed
Business Development Support
• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long-term growth
What We’re Looking For
We’re seeking someone who combines organization, initiative, and a client-first mindset:
• 3+ years of client service or administrative experience
• Ameriprise Financial previous experience preferred
• Exceptional attention to detail and strong organizational skills
• Proactive, self-starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude with a desire to learn and grow
Why This Role Matters
In this role, you will:
• Play a critical part in shaping the client experience
• Become a trusted partner to financial advisors
• Help drive the efficiency and growth of the practice
• Build a meaningful career in financial services
Compensation & Work Environment
• Salary: $50,000+ Negotiable (based on experience)
• Benefits: Health Insurance and 401k
• Schedule: Full-time 30-40 hours per week
• Location: In-office role (Dublin, OH)
Who Thrives Here
The most successful candidate is someone who is:
• A relationship builder who enjoys connecting with clients
• A detail-oriented operator who keeps everything running smoothly
• A problem solver who takes initiative without being asked
• A team player who takes pride in contributing to a shared goal
Ready to Grow With Us?
If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.
About Company
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
Search Open Positions and Apply
Learn More About Joining Ameriprise
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Learn More About Diversity and Inclusion at Ameriprise
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
Learn More About Ameriprise Advisor Support
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.