Wealth Advisory Client Services Specialist

Ameriprise Financial Services, LLC; Miami (FL); Hybrid; USD 25,000 - 30,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a proactive Administrative Assistant to support a Private Wealth Advisory practice in a hybrid setup. The role involves daily client outreach, precise documentation, and collaboration with advisors both remotely and at the Kendall office.

Candidates should be self-motivated, possess strong attention to detail, and be prepared to study for securities and insurance exams as part of growth within the practice.

Qualifications

• Self-motivated, self-starting, and highly ethical individual.
• Proactive outreach to schedule meetings and build client relationships.
• Capture precise notes and ensure follow-up on all action items.
• Able to work remotely from home and visit the Kendall office when required.
• Willingness to study for state/federal securities and insurance exams.

Responsibilities

• Daily outbound and inbound calls to schedule meetings and confirm appointments.
• Document conversations precisely and handle action items with follow-through.
• Enter data into financial planning software and support advisors remotely or in-office.
• Plan upcoming schedules and prep to ensure advisor readiness.
• Assist with processing applications and maintaining training via Ameriprise tools.

Skills

Administrative support

Client outreach

Meeting scheduling

Accurate documentation

Attention to detail

Tools

Ameriprise tools

Financial planning software

Job description

Ameriprise Financial Services, LLC is seeking a proactive Administrative Assistant to support a Private Wealth Advisory practice in a hybrid setup. The role involves daily client outreach, precise documentation, and collaboration with advisors both remotely and at the Kendall office.

Candidates should be self-motivated, possess strong attention to detail, and be prepared to study for securities and insurance exams as part of growth within the practice.