COMPANY OVERVIEW

Ameriprise Financial is a leading global financial services firm dedicated to putting our clients’ interests first for over 125 years. We pride ourselves on our integrity and commitment to helping clients achieve their financial goals while fostering a supportive and growth-oriented work environment. This position is located within Wilson Wealth Advisors, a respected Ameriprise franchise office known for its personalized client service and professional excellence.

SUMMARY

We are seeking an Entry-Level Front Receptionist / Client Services professional to join our team at Ameriprise Financial through Wilson Wealth Advisors in Webster, TX. In this dual-role position, you will be the first point of contact for clients and visitors, playing a vital role in creating a welcoming and professional environment. You will also support the team with administrative and client service tasks that enhance overall satisfaction and operational efficiency.

QUALIFICATIONS

• Entry-level candidates are encouraged to apply—training will be provided.
• Previous experience in a receptionist, administrative, or customer service role is a plus but not required.
• Professional demeanor with excellent interpersonal and communication skills.
• Strong organizational skills and attention to detail.
• Proficient in Microsoft Office Suite and general computer applications.
• Experience with multi-line phone systems preferred.
• Experience with CRM is preferred but not required.
• Ability to manage multiple tasks and prioritize effectively.
• Bilingual abilities are a plus but not required.

• Greet clients and visitors warmly and professionally, ensuring a positive first impression.
• Manage incoming calls using a multi-line phone system and direct inquiries appropriately.
• Schedule appointments and maintain calendars for advisors and team members.
• Handle incoming and outgoing mail and deliveries.
• Assist with administrative tasks including data entry, document management, and filing
• Maintain a clean and organized reception area and office space.
• Support client onboarding and service processes with attention to detail.
• Foster positive relationships with clients through effective communication and follow-up.
• Collaborate with team members to ensure smooth daily operations.