Wealth Client Services Pro: Detail-Driven & Proactive

Jamba Juice; Town of Florida (NY); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid holidays

Job summary

Heartfire, an Ameriprise Private Wealth Advisory Practice in Dunedin, Florida, seeks a highly organized Client Service Specialist to join our growing wealth management team. This role supports advisors by processing client requests, handling transfers, and ensuring accuracy with a focus on detail and proactive communication.

Ideal candidates bring 2+ years in financial services, strong Excel/CRM skills, and the ability to work independently in a fast-paced environment.

Qualifications

• 2+ years of experience in financial services or wealth management.
• Experience in an investment advisory, financial planning, wealth management, or similar environment preferred.
• Demonstrated ability to work independently and own responsibilities.
• Strong judgment, initiative, and problem-solving skills.
• Experience with Salesforce or another CRM is preferred.
• Bachelor's degree preferred but not required.

Responsibilities

• Process client account and operational requests accurately and efficiently.
• Handle money movements, trades, account transfers, new account paperwork, and other business processing activities.
• Gather and review information needed to complete client requests and transactions.
• Proactively identify missing information and communicate with clients regarding what is needed.
• Assist with meeting preparation and review client information prior to meetings.
• Review reports, CRM information, and account details to identify items requiring additional research or follow-up.
• Help ensure client requests and internal tasks are completed accurately and on time.
• Maintain accurate and thorough CRM documentation.
• Utilize technology, automation, AI tools, and reporting capabilities to improve efficiency.
• Use Excel and other technology to organize, filter, manipulate, and analyze information.
• Work collaboratively with advisors and other team members to provide a high level of client service.
• Identify opportunities to improve processes and enhance the client experience.
• Take ownership of assigned responsibilities and follow tasks through to completion.
• Support other operational and client service needs as the practice grows.

Skills

Client service

Attention to detail

Time management

Communication skills

Excel skills

CRM experience

Independent work

Problem solving

Education

Bachelor's degree preferred

Tools

Excel

CRM (Salesforce)

Job description

Heartfire, an Ameriprise Private Wealth Advisory Practice in Dunedin, Florida, seeks a highly organized Client Service Specialist to join our growing wealth management team. This role supports advisors by processing client requests, handling transfers, and ensuring accuracy with a focus on detail and proactive communication.

Ideal candidates bring 2+ years in financial services, strong Excel/CRM skills, and the ability to work independently in a fast-paced environment.