Client Experience Specialist - Wealth Management

Ameriprise Financial Services, LLC; Philadelphia (Philadelphia County); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Annual compensation reviews

Bonus opportunities

Generous PTO

Holidays paid

Birthday off

Flexible work environment

Education & development support

Mentorship & coaching

Ownership of projects

Job summary

Neill Wealth Partners in Philadelphia, PA is seeking a Client Service Specialist to join our established wealth advisory practice. You will support the advisor with day-to-day client service, scheduling, communications, records, and administrative tasks in an in-office setting.

Ideal candidates are organized, service-oriented, and proactive, with strong communication and relationship skills. You will help deliver a high-touch client experience and contribute to the growth of the practice.

Qualifications

• Bachelor’s degree preferred.
• 2+ years of experience in client service, financial services, banking, wealth management, or a professional services environment.
• Strong written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and consistently follow through on commitments.
• Professional and polished client-facing communication style.
• Ability to work independently while also collaborating effectively with the practice team.
• Ameriprise experience is a plus.

Responsibilities

• Serve as a primary point of contact for routine client service requests and inquiries.
• Respond to client questions in a timely, professional manner.
• Coordinate client communications and follow-up.
• Build and maintain long-term client relationships with personalized service.
• Help ensure a high-touch client experience.

Skills

Communication

Organization

Multitasking

Education

Bachelor’s degree preferred

Job description

Neill Wealth Partners in Philadelphia, PA is seeking a Client Service Specialist to join our established wealth advisory practice. You will support the advisor with day-to-day client service, scheduling, communications, records, and administrative tasks in an in-office setting.

Ideal candidates are organized, service-oriented, and proactive, with strong communication and relationship skills. You will help deliver a high-touch client experience and contribute to the growth of the practice.