Client Service Specialist

Jambalaya Group; Northdale (FL); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Hybrid work after training

Paid time off

Holidays

Job summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist to build a long-term career in financial services. This role supports advisors and clients by managing daily service requests, coordinating administrative processes, and delivering an outstanding client experience.

You will handle client interactions, process transactions, prepare meeting materials, and maintain compliant CRM records while fostering a collaborative team

Qualifications

• 3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related field.
• Strong customer service skills
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Excellent attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and CRM software
• Professional and client-focused demeanor
• Ability to work independently and as part of a team

Responsibilities

• Execute client service requests and follow-up activities
• Respond to routine client inquiries and provide timely updates
• Answer inbound phone calls and direct inquiries to the appropriate team member
• Schedule and coordinate client meetings
• Support the onboarding of new clients
• Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition
• Deliver a professional, responsive, and positive client experience
• Process client transactions and documentation accurately while ensuring compliance requirements are met
• Monitor client requests and new business through completion while providing timely updates
• Follow up with clients, insurance carriers, and the home office regarding outstanding transactions

Skills

Customer service

Organizational skills

Time management

Attention to detail

Written communication

Verbal communication

CRM software

Microsoft Office

Independent work

Team player

Tools

Salesforce

MoneyGuide

Job description

Position Summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.

Tampa, Florida | Full-Time

Position Summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.

As a key member of our team, you will support advisors and clients by managing day-to-day service requests, coordinating administrative processes, and helping deliver an outstanding client experience.

Key Responsibilities

Client Service & Relationship Support

• Execute client service requests and follow-up activities
• Respond to routine client inquiries and provide timely updates
• Answer inbound phone calls and direct inquiries to the appropriate team member
• Schedule and coordinate client meetings
• Support the onboarding of new clients
• Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition
• Deliver a professional, responsive, and positive client experience

Transaction Processing & New Business Support

• Process client transactions, including: Rollovers, transfers, contributions, distributions
• Process financial paperwork and documentation accurately while ensuring compliance requirements are met
• Monitor client requests and new business through completion while providing timely updates
• Follow up with clients, insurance carriers, and the home office regarding outstanding transactions

Meeting Preparation & Follow-Up

• Prepare forms, paperwork, and meeting support materials
• Assist with gathering and organizing information needed for client meetings
• Track and complete assigned post-meeting tasks
• Support advisors by ensuring follow-up commitments are completed accurately and on time

CRM, Documentation & Compliance

• Maintain accurate CRM records, including client notes, tasks, and demographic information
• Update client information within CRM and financial planning systems
• Save and organize client documents within approved storage systems
• Ensure all documentation meets regulatory, compliance, and practice standards

Administrative & Practice Support

• Manage incoming mail and client correspondence, ensuring timely distribution, accurate recordkeeping, and proper documentation
• Ensure office supplies remain adequately stocked
• Track and record office expenses
• Monitor and execute scheduled social media posts

Why Join Johnson and Associates?

• Join a growing, relationship-focused wealth management practice.
• Clear career paths with opportunities for advancement.
• Ongoing mentoring and professional development.
• Support for licensing and continued education.
• Collaborative team environment where your ideas matter.
• Opportunities to participate in team development activities and community involvement

Equal Opportunity Employer

Johnson and Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

A background check is required as part of the hiring process in accordance with applicable laws.

Requirements

Qualifications

• 3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related field
• Strong customer service skills
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Excellent attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and CRM software
• Professional and client-focused demeanor
• Ability to work independently and as part of a team

Preferred Qualifications

• Prior experience with Ameriprise Financial systems, processes, and client service practices is preferred
• Experience processing financial transactions and client documentation
• Familiarity with financial planning software and wealth management operations
• Experience with Salesforce, MoneyGuide, or similar CRM and financial planning software

Benefits

Compensation and Benefits

• Competitive hourly pay: $26.44-$29.81per hour ($55,000-$62,000 annualized based on a 40-hour workweek), depending on experience and qualifications.
  • This is a full-time, non-exempt, hourly position. Opportunities for skill-based pay increases and discretionary bonuses are also available
• Paid Time Off accrued annually
• Paid holidays
• SIMPLE IRA with employer contribution after one year
• Opportunity for hybrid work after successful training
• Support for professional development and licensing