> Markdown version of [/jobs/ext/564938-client-service-associate-front-desk-receptionist](https://www.wearedevelopers.com/jobs/ext/564938-client-service-associate-front-desk-receptionist). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Client Service Associate/ Front Desk Receptionist - **Company:** AMERIPRISE ADVISOR FINANCING 2, LLC - **Location:** Kirkland, WA, United States - **Experience:** Starter - **Salary:** $45,000.0 - $50,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Word, Microsoft Excel, Software Applications, Microsoft PowerPoint, Productivity Software - **Published:** June 13, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=aea26ffe44fe194c ## About the Role Do you have experience in Productivity software?, Do you have a High school diploma or GED?, * High school Diploma/ College Degree Preferred * 40 hours/ 5-day week schedule * 1-3 years in financial planning/asset management industry experience * Excellent client service: Ability to communicate well with clients verbally and over email. * Organization and time management * Attention to detail. * Ability to multitask and accurately relay information to customers and team members. * Strong computer and software knowledge including Excel, PowerPoint, and MS Word. * Mature individual to handle confidential and sensitive information * Attitude: is confident and is a positive person who partners well with others * Ability to continue to grow with the practice and learn new skills when needed. ## Description As one of the top practices at Ameriprise, we receive the highest priority, quality of service, and resources available from our corporate partners. This helps to ensure our clients receive the best possible experience. Responsibilities: Client Service: · Provides support for special projects as assigned. · Acts as client liaison to team members to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times. · Acts as lead follow-up with Home Office on all applications and other paperwork in queue. · Manage client contact, which may include updating client and prospect information, client service calls, client deliverables, and client paperwork. Manages and resolves client service issues. · Prepares and verifies information for client forms, applications, and other documents. · Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking applications, and coordinating rollovers. · Provide backup assistance for team members as needed. Performs a variety of administrative duties for all areas of business as needed. · Support compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment. · Accepts and performs other duties as assigned Front Desk/Receptionist: · Responsibilities will include answering phones and directing calls to the appropriate planner/staff. · Greet agent's clients and offer & deliver refreshments. · Create a warm and welcoming environment for all clients and walk-ins. · Keep coffee/drink area stocked and attractive for client use. · Ordering office supplies when needed. Mail: · Sort all incoming mail and checks, log them as appropriate and then distribute to agents and staff. You will play a key role with clients and will be an important team member of Crosby Wealth Advisors. You will have the ability to work in a professional office setting with an amazing culture and environment where you will learn the industry from the best of the best. About Ameriprise: Ameriprise Financial has a 115-year history of building long-lasting, personal client-advisor relationships. We treat our clients as we treat each other - with fairness, dignity and respect. It's no wonder we're America's leader in financial planning. Here, you can get the training and support you need to advance in your career, collaborate with peers in a diverse family-like environment, and know that your efforts will be rewarded. Our business is helping clients plan for their goals and dreams, and we want to inspire you to achieve your own. Schedule: * Monday to Friday ## Related Videos - [CountrPT: Startup Product Presentation](https://www.wearedevelopers.com/videos/1161-countrpt-startup-product-presentation) - [Developing the Rich Text Editor for DeepL.com](https://www.wearedevelopers.com/videos/1172-developing-the-rich-text-editor-for-deepl-com) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [Building Talent Acquisitions Teams](https://www.wearedevelopers.com/videos/1496-building-talent-acquisitions-teams) - [From Syntax to Singularity: AI’s Impact on Developer Roles](https://www.wearedevelopers.com/videos/900-from-syntax-to-singularity-ai-s-impact-on-developer-roles) - [From Tables to Graphs in Minutes: Supercharging Kusto Graph Analytics with AI-Powered Development](https://www.wearedevelopers.com/videos/1543-from-tables-to-graphs-in-minutes-supercharging-kusto-graph-analytics-with-ai-powered-development) ## Related Articles - [Best Paying Remote Jobs](https://www.wearedevelopers.com/magazine/255-best-paying-remote-jobs) - [Starter Kit For Job Applications For Developers](https://www.wearedevelopers.com/magazine/7-starter-kit-for-job-applications-for-developers) - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Spanish Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/353-spanish-business-culture-and-etiquette) - [How to Respond to the “Why Do You Deserve a Promotion?” Question](https://www.wearedevelopers.com/magazine/416-how-to-respond-to-the-why-do-you-deserve-a-promotion-question) - [How Web Developers Can Prepare For Retirement](https://www.wearedevelopers.com/magazine/75-how-web-developers-can-prepare-for-retirement)