Client Experience & Practice Ops Specialist

Threadneedle group; Plantation, Northern (FL, KY); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

SIMPLE IRA with employer contribution

Paid time off and paid holidays

Disability insurance

Continuing education and licensing支持

On-site workout room and shower

Dog-friendly office

Job summary

Ameriprise Financial's Glades Wealth Partners team seeks a Client Experience & Practice Operations Specialist to enhance client service, manage CRM workflows, and support tech-driven improvements.

The role requires a Bachelor's degree and 2+ years, with strong organizational and communication skills, plus comfort with CRM systems and Microsoft 365. On-site, Florida-based, with comprehensive benefits and collaboration across a growth-focused team.

Qualifications

• Bachelor's degree required; 2+ years of professional experience.
• Experience with CRM systems and Microsoft 365 is essential.
• Preferred: Salesforce, Copilot/Claude, Canva for marketing support.

Responsibilities

• Coordinate client meeting preparation and follow-up.
• Manage client service requests from start to finish.
• Maintain accurate CRM records and workflows.
• Support marketing campaigns, events, and communications.
• Assist with evaluation/rollout of new technology tools.

Skills

CRM systems

Microsoft 365

Education

Bachelor's degree

Tools

Salesforce

Microsoft Copilot Premium or Claude

Canva

Job description

Ameriprise Financial's Glades Wealth Partners team seeks a Client Experience & Practice Operations Specialist to enhance client service, manage CRM workflows, and support tech-driven improvements.

The role requires a Bachelor's degree and 2+ years, with strong organizational and communication skills, plus comfort with CRM systems and Microsoft 365. On-site, Florida-based, with comprehensive benefits and collaboration across a growth-focused team.