Customer Service Specialist

Ameriprise Financial Services, LLC; Mount Pleasant (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

Young & Associates Ameriprise Financial in Mt. Pleasant, SC is seeking a Client Service Specialist to join our wealth management practice.

This full-time, in-office role focuses on delivering exceptional client experiences, coordinating onboarding, and maintaining accurate records. The ideal candidate brings 2+ years of client service or related experience, strong communication skills, and comfort with Microsoft 365 and CRM tools.

Qualifications

• 2+ years of client service, administrative, operations, or relationship management experience.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Professional phone and interpersonal skills.
• Ability to prioritize multiple responsibilities.
• High level of professionalism and confidentiality.
• Proficiency with Microsoft 365.

Responsibilities

• Serve as a primary point of contact for client requests via phone, email, and text.
• Deliver a high-touch, professional client experience.
• Assist with account servicing and administrative requests.
• Coordinate client onboarding and account setup.
• Maintain accurate client records and documentation.
• Work with corporate home office partners to resolve service issues.
• Prepare client review meeting materials.
• Organize account and client information before meetings.
• Develop reports, presentations, and supporting documents.
• Track follow-up activities and client action items.
• Ensure all requests are completed accurately and on time.
• Utilize Salesforce CRM and other technology tools to manage workflows.
• Support advisors in preparing for client meetings.
• Coordinate operational and administrative processes.
• Assist with compliance and documentation requirements.
• Identify opportunities to improve efficiency and enhance the client experience.

Skills

Client service

Organization

Communication

Microsoft 365

Problem-solving

Confidentiality

Prioritization

Education

Bachelor's degree

Equivalent professional experience

Tools

Salesforce CRM

Redtail

Wealthbox

Job description

Client Service Specialist – Wealth Management

Young & Associates Ameriprise Financial Mt. Pleasant, SC Full-Time | In-Office

About the Opportunity

Young & Associates Ameriprise Financial is seeking a Client Service Specialist to join our growing wealth management practice in Mt. Pleasant, SC.

This is an opportunity to become a key member of a client-focused team serving successful individuals, families, and business owners. We are looking for a highly organized, proactive, technology-savvy professional who enjoys helping others and takes pride in delivering an exceptional client experience.

The ideal candidate is detail-oriented, accountable, and driven to continuously improve processes while supporting advisors and clients alike.

What You'll Do: Client Service & Relationship Management

• Serve as a primary point of contact for client requests via phone, email, and text
• Deliver a high-touch, professional client experience
• Assist with account servicing and administrative requests
• Coordinate client onboarding and account setup
• Maintain accurate client records and documentation
• Work with corporate home office partners to resolve service issues

Meeting Preparation & Follow-Up

• Prepare client review meeting materials
• Organize account and client information before meetings
• Develop reports, presentations, and supporting documents
• Track follow-up activities and client action items
• Ensure all requests are completed accurately and on time

Operations & Practice Management

• Utilize Salesforce CRM and other technology tools to manage workflows
• Support advisors in preparing for client meetings
• Coordinate operational and administrative processes
• Assist with compliance and documentation requirements
• Identify opportunities to improve efficiency and enhance the client experience

Required Qualifications

• 2+ years of client service, administrative, operations, or relationship management experience
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Professional phone and interpersonal skills
• Ability to prioritize multiple responsibilities
• Strong problem-solving and follow-through skills
• High level of professionalism and confidentiality
• Proficiency with Microsoft 365

Preferred Qualifications

• Experience in wealth management, financial services, banking, insurance, or professional services
• Experience using Salesforce CRM, Redtail, Wealthbox, or similar systems
• Bachelor's degree or equivalent professional experience

Technology Skills: (Experience or willingness to learn)

• Microsoft 365
• Digital workflow tools
• AI-powered productivity solutions
• Collaborative and positive team culture
• Opportunity for professional growth
• Meaningful client relationships
• Direct interaction with advisors and clients
• Ability to make a significant impact on a growing practice
• Competitive compensation

This is a full-time, 100% in-office position located in Mt. Pleasant, SC.