Wealth Client Services & Onboarding Specialist

Ameriprise Financial Services, LLC; United States; On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Vacation days

Personal days

Sick days

Annual bonuses

Paid holidays

Simple IRA contribution

Medical benefits

Dental & Vision

Job summary

Ameriprise Financial is seeking a Client Services Specialist to serve as a primary relationship manager for existing clients, supporting advisors and delivering an exceptional client experience. You will manage onboarding, coordinate follow-up activities, and maintain workflow systems.

The role requires client-focused, highly organized, and detail-oriented individuals who can work independently while meeting multiple deadlines.

Qualifications

• Minimum 2 years of experience in the financial services industry.
• Minimum 2 years of client service or relationship management experience.
• Excellent verbal and written communication skills; ability to explain complex topics clearly.
• Strong time management, organizational, and prioritization skills.
• Ability to work independently while managing multiple deadlines and responsibilities.
• Demonstrated attention to detail and commitment to quality.
• Ability to maintain confidentiality and exercise discretion with sensitive client information.

Responsibilities

• Serve as the first point of contact for client inquiries via phone, email, and secure messaging.
• Provide exceptional service and support to clients, ensuring timely responses and issue resolution.
• Build positive relationships with clients and support the firm’s high-touch client experience.
• Coordinate client communications and follow-up activities.
• Facilitate onboarding and ensure secure access to client portals and platforms.
• Maintain accurate client records in the CRM and monitor data integrity.
• Prepare for meetings with required information, generate reports, and organize necessary forms.
• Track progress of service requests and communicate status updates to clients and advisors.

Skills

Client service

Relationship management

Communication

Time management

Attention to detail

Discretion

Independence

CRM systems

Microsoft Office

Tools

CRM systems

Microsoft Office Suite

Job description

Ameriprise Financial is seeking a Client Services Specialist to serve as a primary relationship manager for existing clients, supporting advisors and delivering an exceptional client experience. You will manage onboarding, coordinate follow-up activities, and maintain workflow systems.

The role requires client-focused, highly organized, and detail-oriented individuals who can work independently while meeting multiple deadlines.