Wealth Client Services Specialist

Threadneedle group; Allentown (Lehigh County); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Ten vacation days

Personal days

Sick days

Bonus potential

Paid holidays

Simple IRA contribution

Medical benefits

Dental & Vision benefits

Job summary

Ameriprise Financial in Allentown, PA is seeking a Client Services Specialist to be the primary relationship manager for existing clients, supporting advisors and delivering a high-touch service experience. You will handle client inquiries, onboarding, CRM data, meeting prep, and follow-up, coordinating with advisors and operations to ensure timely, accurate service and documentation.

This on-site role offers a strong benefits package including paid time off, retirement contributions, and bonus

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 with the ability to explain complex topics clearly.

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 commitment to delivering a high-touch client experience.
• Coordinate client communications and follow-up activities.
• Prepare for client meetings by gathering required information, generating reports, and preparing necessary forms and documentation.

Skills

Client service

Relationship management

Time management

Attention to detail

Communication

Tools

CRM systems

Job description

Ameriprise Financial in Allentown, PA is seeking a Client Services Specialist to be the primary relationship manager for existing clients, supporting advisors and delivering a high-touch service experience. You will handle client inquiries, onboarding, CRM data, meeting prep, and follow-up, coordinating with advisors and operations to ensure timely, accurate service and documentation.

This on-site role offers a strong benefits package including paid time off, retirement contributions, and bonus