Wealth Client Service Specialist — Hybrid/Remote Fridays

Ameriprise Financial Services, LLC; McKinney (TX); Hybrid; USD 63,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Dental and vision insurance

Life insurance, STD, LTD

Safe Harbor 401(k)

Two weeks PTO + 13 holidays

Hybrid work model

Remote Fridays

Job summary

Calander Wealth, a growing advisory practice, seeks an experienced Client Service Specialist to join the team. You will be the primary contact for client service needs, delivering a high-touch, responsive experience and building trust through professionalism and follow-through.

The role covers account management, operations, meeting preparation and data management, requiring 3+ years in financial services client service or operations and familiarity with CRM systems.

Qualifications

• 3+ years of experience in financial services client service or operations.
• Strong understanding of wealth management workflows and client lifecycle.
• Experience with CRM systems (Salesforce/Ameriprise preferred).

Responsibilities

• Serve as a primary point of contact for client service needs.
• Deliver a high-touch, responsive client experience.
• Build trust with clients through professionalism and follow-through.
• Process account opening, maintenance, and service requests.
• Coordinate with custodians and internal partners to resolve client needs.
• Prepare client meeting materials and documentation.
• Manage follow-ups and ensure completion of action items.
• Maintain accurate and up-to-date client records within CRM systems.

Skills

Client service

CRM systems

Wealth management workflows

Financial services operations

Tools

Salesforce

Ameriprise tools

Job description

Calander Wealth, a growing advisory practice, seeks an experienced Client Service Specialist to join the team. You will be the primary contact for client service needs, delivering a high-touch, responsive experience and building trust through professionalism and follow-through.

The role covers account management, operations, meeting preparation and data management, requiring 3+ years in financial services client service or operations and familiarity with CRM systems.