Client Experience & Practice Ops Innovator

Ameriprise Financial Services, LLC; Plantation (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

SIMPLE IRA with employer contribution

Paid time off and paid holidays

Short- and long-term disability保险

Continuing education and licensing支持

On-site workout room and shower

Job summary

Glades Wealth Partners, affiliated with Ameriprise Financial, is seeking a detail-focused professional to optimize client service operations. You will coordinate meetings, manage service requests, and keep CRM workflows accurate while supporting marketing, events, and tech pilots.

A proactive, curious mindset helps drive practical improvements. Ideal candidates have a Bachelor’s degree and 2+ years of experience, with strong organizational and communication skills, and experience with CRM

Qualifications

• 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

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

Organizational skills

Communication skills

Solution-oriented mindset

Detail orientation

Work-smart mindset

Tech adoption

CRM systems

Microsoft 365

Questioning mindset

Education

Bachelor’s degree

Tools

CRM systems

Microsoft 365

Salesforce

Microsoft Copilot Premium

Claude

Canva

Job description

Glades Wealth Partners, affiliated with Ameriprise Financial, is seeking a detail-focused professional to optimize client service operations. You will coordinate meetings, manage service requests, and keep CRM workflows accurate while supporting marketing, events, and tech pilots.

A proactive, curious mindset helps drive practical improvements. Ideal candidates have a Bachelor’s degree and 2+ years of experience, with strong organizational and communication skills, and experience with CRM