Wealth Management Client Services Specialist

ameriprise; Allentown (Lehigh County); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Ten vacation days

Personal days

Sick days

Annual bonus potential $2,500

Year-end bonus potential $2,500

13 paid holidays

Simple IRA after 1 year

Medical benefits (employee share)

Job summary

Ameriprise Financial is seeking a Client Services Specialist to act as the primary relationship manager for existing clients and ensure an exceptional client experience. You will support advisors in wealth management services, coordinate onboarding, and maintain CRM data with meticulous attention to detail.

The role emphasizes client-focused service, organization, and the ability to manage multiple tasks while maintaining confidentiality and discretion across client information.

Qualifications

• Minimum 2 years in the financial services industry.
• Minimum 2 years of client service or relationship management experience.
• Excellent verbal and written communication with 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 high-touch client experience.
• Coordinate client communications and follow-up activities.
• Facilitate the onboarding process from engagement through account setup.

Skills

Communication Skills

Time Management

Organizational Skills

Attention to Detail

Discretion & Confidentiality

Independent Work

Tools

CRM systems

Microsoft Office

Job description

Ameriprise Financial is seeking a Client Services Specialist to act as the primary relationship manager for existing clients and ensure an exceptional client experience. You will support advisors in wealth management services, coordinate onboarding, and maintain CRM data with meticulous attention to detail.

The role emphasizes client-focused service, organization, and the ability to manage multiple tasks while maintaining confidentiality and discretion across client information.