Client Service Specialist

00001 Ameriprise Financial Inc

Allentown (Lehigh County)

On-site

USD 52,000 - 78,000

Full time

7 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Vacation days 10

Personal days 5

Sick days 3

Quarterly bonus 2500

Year-end bonus 2500

Holidays 13

Simple IRA 2%

Medical benefits

Dental & Vision

Employment type: Full time

Job summary

Ameriprise Financial is seeking a client services specialist to manage ongoing client service needs, prepare for meetings, and support advisors in delivering wealth management services. You will be a primary relationship manager for existing clients, ensuring proactive, responsive service and seamless onboarding.

The ideal candidate is client-focused, highly organized, detail-oriented, and capable of handling multiple tasks while maintaining confidentiality and discretion.

Qualifications

Minimum 2 years of experience in the financial services industry.
Minimum 2 years of client service or relationship management experience.
Excellent verbal and written communication skills with the ability to explain complex topics clearly.
Strong time management, organizational, and prioritization skills.
Ability to work independently while managing multiple deadlines and responsibilities.
Demonstrated attention to detail and commitment to quality.
Ability to maintain confidentiality and exercise discretion with sensitive client information.
Experience in wealth management or investment advisory environment preferred.
Familiarity with CRM systems and workflow management tools.
Proficiency with Word, Excel, Outlook, and PowerPoint.

Responsibilities

Serve as the first point of contact for client inquiries via phone, email, and secure messaging.
Provide exceptional service and support to clients, ensuring timely responses and issue resolution.
Build positive relationships with clients and support the firm's high-touch client experience.
Coordinate client communications and follow-up activities.
Facilitate the onboarding process from initial engagement through account setup.
Create and configure client access to secure portals and platforms.
Prepare and send welcome packages and onboarding instructions.
Track onboarding progress and documentation.
Coordinate with advisors and operations for a seamless onboarding experience.
Maintain accurate client records within the CRM system.
Enter and update client information, meeting notes, and service activities.
Monitor data integrity and conduct audits of client records.
Generate reports and assist with tracking client service metrics.
Prepare for client meetings, gather information, and generate reports.
Coordinate meeting logistics and ensure advisors have relevant materials.
Document meeting notes and action items.
Manage post-meeting follow-up and outstanding items.

Skills

Client-focused

Relationship management

Communication

Time management

Detail-oriented

Discretion

CRM systems

Workflow tools

Microsoft Office

Technical aptitude

Tools

CRM systems

Workflow management tools

Microsoft Office Suite

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.

Job Description

The Client Services Specialist serves as a primary relationship manager for existing clients and plays a critical role in ensuring an exceptional client experience. This position is responsible for managing ongoing client service needs, preparing for client meetings, coordinating follow-up activities, maintaining workflow systems, and supporting advisors in delivering comprehensive wealth management services. The ideal candidate is client-focused, highly organized, detail-oriented, and committed to delivering proactive, responsive service.

Responsibilities and Time Allocation

Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Client Relationship Management

Serve as the first point of contact for client inquiries via phone, email, and secure messaging.
Provide exceptional service and support to clients, ensuring timely responses and issue resolution.
Build positive relationships with clients and support the firm's commitment to delivering a high-touch client experience.
Coordinate client communications and follow-up activities.

Client Onboarding

Facilitate the new client onboarding process from initial engagement through account setup.
Create and configure client access to secure client portals and technology platforms, including OmniView.
Prepare and send welcome packages, onboarding instructions, and required client communications.
Track onboarding progress and ensure all required documentation is completed accurately and promptly.
Coordinate with advisors and operations staff to ensure seamless onboarding experience.

CRM Administration & Data Management

Maintain accurate and up-to-date client records within the CRM system.
Enter and update client information, meeting notes, service activities, and workflow tasks.
Monitor data integrity and conduct periodic audits of client records.
Support workflow management and help ensure client service requests are completed on time.
Generate reports and assist with tracking client service metrics.

Client Meeting Preparation & Follow‑Up

Prepare for client meetings by gathering required information, generating reports, and preparing necessary forms and documentation.
Coordinate meeting logistics and ensure advisors have all relevant materials prior to meetings.
Document meeting notes, action items, and client requests.
Manage post‑meeting follow‑up activities and ensure all outstanding items are completed accurately and on time.
Track progress of client service requests and communicate status updates as needed.

Qualifications

Required

Minimum 2 years of experience in the financial services industry.
Minimum 2 years of client service or relationship management experience.
Excellent verbal and written communication skills with the ability to explain complex topics clearly.
Strong time management, organizational, and prioritization skills.
Ability to work independently while managing multiple deadlines and responsibilities.
Demonstrated attention to detail and commitment to quality.
Ability to maintain confidentiality and exercise discretion with sensitive client information.
Preferred Experience working within a wealth management, financial planning, or investment advisory environment.
Familiarity with CRM systems and workflow management tools.
Intermediate proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
Strong technical aptitude and ability to learn firm‑specific software and systems.
Experience supporting client account maintenance and investment operations.

Core Competencies

Client Focus
Relationship Management
Organizational Excellence
Attention to Detail
Effective Communication
Problem Solving
Process Improvement
Accountability
Team Collaboration
Professional Judgment

Benefits Included

Ten (10) vacation days
Five (5) personal days
Three (3) sick days
Potential annual bonus of $2,500 (paid quarterly)
Potential year-end bonus of $2,500
13 Paid Holidays
Employer contribution of 2% of salary into a Simple IRA account after one (1) year of employment
Medical Benefits (currently employee pays 30% of expense, subject to annual review)
Dental & Vision Benefits
Full‑Time/Part‑Time Full time

Equal Opportunity

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.

Get your free, confidential resume review.

or drag and drop your file here.