Client Service Specialist

Jambalaya Group; Philadelphia (Philadelphia County); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Flexible work environment

Continuing education support

Mentorship and development resources

Annual compensation reviews

Performance-based bonuses

Generous PTO

Job summary

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the advisor with day-to-day client service, scheduling, communications, and records management in an in-office setting.

The ideal candidate is highly organized, detail-oriented, and proactive, with 2+ years in client service and strong communication skills. This role emphasizes ownership of responsibilities and visible impact on client experience in a relationship-driven 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.
• Strong judgment and problem-solving skills.
• Ameriprise experience is a plus.

Responsibilities

• Serve as a primary point of contact for routine client service requests and inquiries
• Respond to client questions and requests in a timely, professional, and service-oriented manner
• Coordinate client communications and ensure appropriate follow-up
• Build and maintain strong, long-term client relationships through responsive and personalized service
• Help ensure clients receive a consistent, high-touch client experience
• Track important client milestones and support ongoing relationship management initiatives
• Assist with client outreach, special projects, and other client experience initiatives as needed
• Identify opportunities to improve the client experience and bring ideas forward to the team
• Schedule and confirm client review meetings and appointments
• Manage the advisor's calendar and meeting logistics
• Coordinate client communications related to upcoming appointments
• Help ensure action items and client requests are appropriately tracked and completed
• Provide administrative and operational support to keep the practice organized and running efficiently
• Maintain accurate and up-to-date client records
• Update client information, notes, and other relevant documentation
• Organize and maintain client files and supporting documentation
• Assist with records retention and document management requirements
• Help ensure administrative processes are completed accurately and efficiently
• Support office and practice management activities as needed

Skills

Client service

Communication

Organization

Time management

Professionalism

Education

Bachelor's degree preferred

Job description

Neill Wealth Partners | Philadelphia, PA | Full-Time | In Office

About Neill Wealth PartnersNeill Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Philadelphia, Pennsylvania. Led by a CFP® professional with more than 20 years of experience, the practice provides personalized financial planning and wealth management services while building strong, long-term relationships with its clients.

Neill Wealth Partners | Philadelphia, PA | Full-Time | In OfficeAbout Neill Wealth PartnersNeill Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Philadelphia, Pennsylvania. Led by a CFP® professional with more than 20 years of experience, the practice provides personalized financial planning and wealth management services while building strong, long-term relationships with its clients. We are seeking a Client Service Specialist to join our team and play an important role in delivering an exceptional client experience. This is an opportunity to work closely with an experienced advisor in an established, relationship-driven practice where your contributions will be visible and meaningful. The right person will enjoy building relationships, solving problems, staying organized, and taking ownership of responsibilities from start to finish.

Why Join Neill Wealth Partners? This is more than an administrative support role. The Client Service Specialist will have the opportunity to become an important part of the client experience and the continued growth of the practice.

• Join a woman-owned wealth management practice led by a CFP® professional with more than 20 years of experience
• Work closely with an experienced advisor and play a meaningful role in an established, relationship-driven business
• Help clients navigate important financial decisions involving retirement, investments, tax planning, estate planning, and major life events
• Develop meaningful client relationships and make a visible impact on the overall client experience
• Work in a flexible environment with opportunities for increased responsibility, professional development, and long-term growth
• Take ownership of projects and contribute ideas that improve processes and enhance the way the practice serves its clients

Position Overview The Client Service Specialist serves as an important point of contact for clients and supports the advisor with day-to-day client service, scheduling, client communications, record management, and administrative and operational responsibilities. This position is ideal for someone who is highly organized, detail-oriented, relationship-focused, and comfortable taking initiative. The successful candidate will be someone who can manage multiple priorities, communicate professionally with clients, identify what needs to be done, and follow through without requiring constant direction.

Key Responsibilities

Client Service & Relationship Management

• Serve as a primary point of contact for routine client service requests and inquiries
• Respond to client questions and requests in a timely, professional, and service-oriented manner
• Coordinate client communications and ensure appropriate follow-up
• Build and maintain strong, long-term client relationships through responsive and personalized service
• Help ensure clients receive a consistent, high-touch client experience
• Track important client milestones and support ongoing relationship management initiatives
• Assist with client outreach, special projects, and other client experience initiatives as needed
• Identify opportunities to improve the client experience and bring ideas forward to the team

Scheduling & Practice Support

• Schedule and confirm client review meetings and appointments
• Manage the advisor's calendar and meeting logistics
• Coordinate client communications related to upcoming appointments
• Help ensure action items and client requests are appropriately tracked and completed
• Provide administrative and operational support to keep the practice organized and running efficiently

Client Records & Administrative Support

• Maintain accurate and up-to-date client records
• Update client information, notes, and other relevant documentation
• Organize and maintain client files and supporting documentation
• Assist with records retention and document management requirements
• Help ensure administrative processes are completed accurately and efficiently
• Support office and practice management activities as needed

Culture & EnvironmentNeill Wealth Partners is looking for someone who wants to contribute, not simply complete a checklist.

The practice values:

• Ownership: Employees are trusted to take responsibility for their work and see projects through to completion
• Initiative: Team members are encouraged to identify opportunities, solve problems, and suggest better ways of doing things
• Kindness & professionalism: The practice believes clients should feel respected, valued, and well cared for in every interaction
• Independent thinking: Employees are encouraged to think critically and make sound decisions rather than waiting for direction on every task
• Communication & accountability: Open communication, dependability, and strong follow-through are essential
• Continuous improvement: Team members have opportunities to help shape the continued growth and evolution of the practice

Ideal Candidate The ideal candidate is:

• Service-oriented and genuinely enjoys helping clients
• Highly organized with strong attention to detail
• Proactive and self-motivated, with the ability to take ownership without constant direction
• Relationship-focused and committed to building trust with clients
• Dependable with strong follow-through
• Professional and approachable in all client interactions
• Adaptable and flexible when priorities change
• Comfortable managing multiple responsibilities in a professional, client-focused environment
• Someone who enjoys learning and wants opportunities to grow professionally
• Someone who takes pride in creating a positive, consistent, and exceptional client experience

What Success Looks Like Success in this role means becoming a trusted resource for both clients and the practice team. Within the role, the successful candidate will build strong client relationships, anticipate client needs, handle requests promptly and professionally, maintain accurate records, keep administrative processes organized, and help the advisor and practice operate efficiently. Over time, this person will become someone the practice can rely on to identify what needs attention, take ownership, solve problems, and contribute ideas that make the practice and client experience better.

Background Check Employment with Neill Wealth Partners is contingent upon the successful completion of a background check.

Equal Opportunity Employer
Neill Wealth Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable federal, state, or local law.

Requirements

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
• Strong judgment and problem-solving skills
• Ameriprise experience is a plus

Benefits

Compensation & Benefits

• $28.85-$36.06 per hour, depending on experience and qualifications
• Full-time, non-exempt position
• Annual compensation reviews
• Performance-based bonus opportunities
• Generous PTO that increases with tenure
• All stock market holidays paid in addition to PTO
• Paid birthday off
• Flexible work environment
• Continuing education support, paid time for approved exams and training, and professional development opportunities
• Access to mentorship, coaching, and development resources, including Jambalaya programs
• Opportunities to take ownership of projects, improve processes, and contribute new ideas that enhance the client experience

Benefits are subject to the practice's applicable policies and programs. Additional details will be provided during the interview process.