Wealth Client Services Specialist | Detail-Oriented Ops Pro

Ameriprise Financia; Florida; On-site; USD 83,097,000 - 97,424,000; Full time

Benefits offered by this job

Competitive hourly wage $29.00-$34.00

Employer-paid health insurance

Employer-paid life/AD&D insurance

401(k) plan

Dental insurance

Vision insurance

Health Care Flexible Spending Account

Voluntary life insurance

PTO 13 days first year

Paid holidays

Job summary

Heartfire is seeking a Client Service Specialist in Dunedin, FL to support a growing wealth management practice. This full-time, in-office role focuses on accurate processing of client requests, money movements, and account paperwork, with a strong emphasis on CRM accuracy and efficient use of technology.

The successful candidate will have 2+ years in financial services or wealth management, independent work habits, and excellent organizational and communication skills.

Qualifications

• 2+ years in financial services or wealth management.
• Experience in investment advisory, financial planning, wealth management, or similar environment.
• Ability to work independently and take ownership of responsibilities.
• Strong judgment, initiative, and problem-solving skills.

Responsibilities

• Process client account and operational requests accurately and efficiently.
• Handle money movements, trades, account transfers, and new account paperwork.
• Gather and review information needed to complete client requests and transactions.
• Identify missing information and communicate with clients regarding what is needed.
• Assist with meeting preparation and review client information prior to meetings.
• Maintain accurate and thorough CRM documentation.
• Utilize technology to improve efficiency and reporting capabilities.
• Work collaboratively with advisors to provide high level client service.

Skills

Financial services

Wealth management

Independent working

Attention to detail

Time management

CRM experience

Excel skills

Communication skills

Tech-savvy

Education

Bachelor’s degree preferred

Tools

Salesforce

Reporting tools

MS Excel

Job description

Heartfire is seeking a Client Service Specialist in Dunedin, FL to support a growing wealth management practice. This full-time, in-office role focuses on accurate processing of client requests, money movements, and account paperwork, with a strong emphasis on CRM accuracy and efficient use of technology.

The successful candidate will have 2+ years in financial services or wealth management, independent work habits, and excellent organizational and communication skills.