Wealth Management Client Services Lead

ameriprise; Naperville (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Attractive retirement plan

Health, disability, dental and vision

Paid time off

Holiday pay

Job summary

Ameriprise Financial in Naperville seeks a highly organized Client Service Associate to support a growing wealth management practice. You will lead client service, coordinate account openings and transfers, and assist advisors with financial planning and service delivery.

The role requires a bachelor's degree, 3+ years in wealth management or financial services, strong leadership, attention to detail, and proficiency with Microsoft Office and financial platforms.

Qualifications

• Bachelor's degree required.
• 3+ years in wealth management, financial services, banking, or related field.
• Demonstrated leadership, supervisory, or team coordination experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively.
• Proficiency with Microsoft Office and financial services technology platforms.

Responsibilities

• Deliver exceptional client service and manage client relationships.
• Provide day-to-day leadership, guidance, and support to administrative and client service staff.
• Help establish and maintain workflows, service standards, and operational best practices.
• Assist with onboarding and training new team members.
• Foster a positive, collaborative, and high-performance office environment.
• Coordinate account openings, transfers, money movement requests, and other service transactions.
• Ensure adherence to firm procedures, regulatory requirements, and compliance standards.

Skills

Leadership

Organization

Communication

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

financial services platforms

Job description

Ameriprise Financial in Naperville seeks a highly organized Client Service Associate to support a growing wealth management practice. You will lead client service, coordinate account openings and transfers, and assist advisors with financial planning and service delivery.

The role requires a bachelor's degree, 3+ years in wealth management or financial services, strong leadership, attention to detail, and proficiency with Microsoft Office and financial platforms.