Client Service Specialist - Growth, Ownership, Flexible

Jambalaya Group; Pennsylvania; On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Annual reviews

Bonus opportunities

Generous PTO

Stock holidays

Birthday off

Flexible work env

Education support

Mentorship program

Job summary

Neill Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Service Specialist in Philadelphia. The role focuses on delivering an exceptional client experience, coordinating communications, and maintaining accurate records within a relationship-driven practice.

The ideal candidate is organized, proactive, and comfortable taking ownership of responsibilities from start to finish, with the opportunity to contribute ideas that enhance client

Qualifications

• Bachelor's degree is preferred.
• 2+ years in client service or financial services.
• Strong written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and follow through.

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 through responsive service.
• Schedule and confirm client review meetings and manage calendar logistics.
• Maintain accurate and up-to-date client records and documentation.

Skills

Bachelor's degree

2+ years client service

Excellent communication

Organizational skills

Proactive

Relationship-focused

Independent work

Education

Bachelor's degree

Job description

Neill Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, is seeking a Client Service Specialist in Philadelphia. The role focuses on delivering an exceptional client experience, coordinating communications, and maintaining accurate records within a relationship-driven practice.

The ideal candidate is organized, proactive, and comfortable taking ownership of responsibilities from start to finish, with the opportunity to contribute ideas that enhance client