Client Experience & Practice Innovation Specialist

00001 Ameriprise Financial Inc; Plantation (FL); Hybrid; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical benefits

SIMPLE IRA

PTO & holidays

Disability insurance

Education support

On-site gym

Job summary

Ameriprise Financial is seeking a detail-oriented professional to join Glades Wealth Partners. You will coordinate client meeting preparation, manage service requests from start to finish, and maintain CRM records to support a high-quality client experience.

You will evaluate new technology tools and pilot programs, help with marketing campaigns and training, and identify practical solutions to improve workflows while collaborating across teams in a hybrid, office-based setting.

Qualifications

• Bachelor's degree required.
• 2+ years of professional experience.
• Experience with CRM systems and Microsoft 365.
• Preferred: Salesforce experience; Canva or marketing experience; Microsoft Copilot Premium or Claude experience.

Responsibilities

• Coordinate client meeting preparation and follow-up.
• Manage client service requests from start to finish.
• Maintain accurate CRM records and workflows.
• Serve as a key point of contact for client communications.
• Assist with marketing campaigns, events, and communications.
• Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs.
• Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions.
• Support team training and technology adoption efforts.

Skills

Strong organizational skills

Communication skills

Solution-oriented mindset

Detail-oriented

Tech-savvy / learning new technology

Education

Bachelor's degree

Tools

CRM systems

Microsoft 365

Salesforce

Microsoft Copilot Premium

Claude

Canva

Job description

Ameriprise Financial is seeking a detail-oriented professional to join Glades Wealth Partners. You will coordinate client meeting preparation, manage service requests from start to finish, and maintain CRM records to support a high-quality client experience.

You will evaluate new technology tools and pilot programs, help with marketing campaigns and training, and identify practical solutions to improve workflows while collaborating across teams in a hybrid, office-based setting.