Client Service Specialist

HRCoach; Town of Florida (NY); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Competitive pay

Health insurance

Dependent coverage

Life insurance

401(k) plan

Dental insurance

Vision insurance

Health Care FSA

Disability insurance

Paid holidays

Paid time off

Job summary

HRCoach is seeking a Client Service Specialist to join our Dunedin, FL-based wealth management team. The role emphasizes accurate processing of client requests, money movements, and proactive information gathering to ensure efficient service.

You will support meetings, review CRM data, and leverage technology to boost productivity while maintaining high client service standards.

Qualifications

• 2+ years of experience in financial services or wealth management preferred.
• Experience in an investment advisory or wealth management environment preferred.
• Ability to work independently with accuracy.
• Strong initiative and problem-solving skills; adaptable with new technology.

Responsibilities

• Process client account and operational requests accurately and efficiently.
• Handle money movements, trades, transfers, and new account paperwork.
• Gather and review information to complete client requests.
• Identify missing information and communicate with clients.
• Assist with meeting preparation and review client information.
• Review reports and CRM data to identify follow-up items.
• Maintain CRM documentation and ensure tasks are completed on time.
• Use Excel and technology to organize and analyze information.
• Collaborate with advisors to deliver high-level client service.
• Identify process improvements to enhance the client experience.
• Take ownership and complete assigned tasks.
• Support other operational needs as the practice grows.

Skills

Attention to detail

Independent work

Time management

Communication

Client service mindset

Education

Bachelor’s degree preferred

Tools

Salesforce

Excel

Job description

Client Service Specialist

Location: Dunedin, FL

Employment Type: Full-Time | In-Office

About the Opportunity

Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking a highly organized, detail-oriented, and proactive Client Service Specialist to join our growing wealth management practice in Dunedin, Florida.

This is an important role within our team and is ideal for someone who understands the financial services industry, takes tremendous pride in getting the details right, and enjoys being the person others can rely on to make sure things get done correctly and efficiently.

What You'll Do

• Process client account and operational requests accurately and efficiently
• Handle money movements, trades, account transfers, new account paperwork, and other business processing activities
• Gather and review information needed to complete client requests and transactions
• Proactively identify missing information and communicate with clients regarding what is needed
• Assist with meeting preparation and review client information prior to meetings
• Review reports, CRM information, and account details to identify items requiring additional research or follow-up
• Help ensure client requests and internal tasks are completed accurately and on time
• Maintain accurate and thorough CRM documentation
• Utilize technology, automation, AI tools, and reporting capabilities to improve efficiency
• Use Excel and other technology to organize, filter, manipulate, and analyze information
• Work collaboratively with advisors and other team members to provide a high level of client service
• Identify opportunities to improve processes and enhance the client experience
• Take ownership of assigned responsibilities and follow tasks through to completion
• Support other operational and client service needs as the practice continues to grow

What We’re Looking For

• 2+ years of experience in financial services or wealth management preferred
• Experience in an investment advisory, financial planning, wealth management, or similar environment strongly preferred
• Demonstrated ability to work independently, take ownership of responsibilities, and consistently deliver accurate, high-quality work
• Strong judgment, initiative, and problem-solving skills, with the ability to anticipate needs and identify opportunities to support the practice
• Strong follow-through and accountability, with the ability to manage priorities and ensure tasks are completed accurately and on time without constant oversight
• Ameriprise experience is a plus
• Working knowledge of financial services terminology and common account types, transactions, and processes
• Ability to understand concepts such as IRAs, qualified accounts, RMDs, QCDs, and other common wealth management activities
• Licensing is not required, but applicable securities or insurance licenses are a plus for candidates who understand and are comfortable with the scope of the role.
• Strong attention to detail with a commitment to accuracy
• Excellent organizational and time-management skills
• Ability to work independently and take ownership of responsibilities
• Strong written and verbal communication skills
• Professional and confident when interacting with clients and colleagues
• Comfortable learning and utilizing new technology
• Experience with Salesforce or another CRM is preferred
• Strong Excel and reporting skills are preferred
• Ability to use AI and technology as productivity tools while applying sound judgment and independently validating information
• Bachelor’s degree preferred, but not required
• Securities or insurance licensing is not required for this position

Our Core Values

Quality – Quality is our foundation. We strive for excellence in everything we do, ensuring every task reflects our commitment to the highest standards.

Curiosity – Curiosity drives us forward. We ask questions, seek new knowledge, and embrace innovation to continuously improve and adapt.

Coachable – We listen, learn, and welcome feedback, recognizing that every lesson shapes us into better versions of ourselves.

Proactive – We anticipate challenges, take initiative, and act decisively to create positive outcomes before they're needed.

Collaboration – Together, we share ideas, support each other, and build success as a united team.

What We Offer

• Competitive hourly wage of $29.00-$34.00, based on experience – non-exempt
• 100% employer-paid health insurance for the employee
• 50% employer-paid health insurance for dependents/family
• Employer-paid life/AD&D insurance
• 401(k) plan
• Dental insurance
• Vision insurance
• Health Care Flexible Spending Account
• Voluntary life insurance
• Voluntary AD&D insurance
• Voluntary critical illness and accident insurance
• Voluntary disability insurance
• Approximately 9 paid holidays per year
• Generous PTO program:
  • 13 days during the first 12 months
• A collaborative, professional team environment
• Opportunities for professional growth and development
• A practice that is actively investing in technology, process improvement, and continued growth
• A team that values community involvement and building strong relationships

Join a Growing Team

Heartfire is building for the future. Recognized as a Forbes Best-in-State Wealth Management Team, our practice is committed to delivering an exceptional experience for our clients while continuing to grow and evolve.

As our practice continues to grow, we are looking for team members who want to grow with us.

If you are an experienced financial services professional who takes ownership, cares deeply about quality, enjoys solving problems, and wants to make a difference in the client and team experience, we'd love to hear from you.

Equal Opportunity Employer

Heartfire 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.