Client Experience & Practice Operations 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

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Who We Are

Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable. We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter.

About the Role

We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements. Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective. We're looking for someone who doesn't just follow processes. We're looking for someone who improves them. If you're naturally curious and frequently find yourself saying, "I know how we can improve this." you'll fit right in!

What You’ll Do

• 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

What Success Looks Like

• Clients receive an elevated experience, worthy of telling their friends about
• CRM records are accurate and up to date
• Identifies gaps, misses, and inefficiencies—and helps create practical solutions
• Stays current on new technology releases, evaluates their usefulness for our practice, and helps integrate the right tools into our workflow
• Processes become clearer, smoother, and easier for the team to follow
• Team members view you as reliable, proactive, and solutions-oriented

What You Bring

• Bachelor's degree
• 2+ years of professional experience
• Strong organizational and communication skills
• Brings a solution-oriented mindset and a sharp eye for details others may miss
• A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
• Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
• Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
• Experience with CRM systems and Microsoft 365
• Preferred: Financial services experience
• Preferred: Salesforce experience
• Preferred: Microsoft Copilot Premium or Claude experience
• Preferred: Canva or marketing experience
• Preferred: Process improvement or project coordination experience

Why Join Us?

• Award-winning, client-focused team
• Direct impact on how our business grows and evolves
• Opportunities to work with emerging technology and innovation pilots
• Training, mentorship, and professional development
• Collaborative culture with high standards and a sense of humor
• Quarterly team outings
• Dog-friendly, animal-loving team culture

Benefits

• Medical, dental, and vision insurance
• SIMPLE IRA with employer contribution
• Paid time off and paid holidays
• Short- and long-term disability insurance
• Continuing education and licensing support
• On-site workout room and shower
• Full-Time/Part-Time
• Full time

Full-time, part-time, and self-employed/freelance roles are available depending on your availability. Working hours are 9:00 a.m.–5:30 p.m. Monday to Friday for full-time employees. The company offers flexible work arrangements such as hybrid or remote work settings for designated positions.

Full-time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers