Wealth Client Services Specialist | Hybrid Work

Jambalaya Group; Northdale (FL); Hybrid; USD 55,000 - 62,000; Full time

Benefits offered by this job

Hybrid work after training

Paid time off

Holidays

Job summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist to build a long-term career in financial services. This role supports advisors and clients by managing daily service requests, coordinating administrative processes, and delivering an outstanding client experience.

You will handle client interactions, process transactions, prepare meeting materials, and maintain compliant CRM records while fostering a collaborative team

Qualifications

• 3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related field.
• Strong customer service skills
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Excellent attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and CRM software
• Professional and client-focused demeanor
• Ability to work independently and as part of a team

Responsibilities

• Execute client service requests and follow-up activities
• Respond to routine client inquiries and provide timely updates
• Answer inbound phone calls and direct inquiries to the appropriate team member
• Schedule and coordinate client meetings
• Support the onboarding of new clients
• Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition
• Deliver a professional, responsive, and positive client experience
• Process client transactions and documentation accurately while ensuring compliance requirements are met
• Monitor client requests and new business through completion while providing timely updates
• Follow up with clients, insurance carriers, and the home office regarding outstanding transactions

Skills

Customer service

Organizational skills

Time management

Attention to detail

Written communication

Verbal communication

CRM software

Microsoft Office

Independent work

Team player

Tools

Salesforce

MoneyGuide

Job description

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist to build a long-term career in financial services. This role supports advisors and clients by managing daily service requests, coordinating administrative processes, and delivering an outstanding client experience.

You will handle client interactions, process transactions, prepare meeting materials, and maintain compliant CRM records while fostering a collaborative team