Wealth Management Client Services Specialist

Ameriprise Financial Services, LLC; Allentown (Lehigh County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

10 vacation days

5 personal days

3 sick days

Potential quarterly bonus of $2,500

Potential year-end bonus of $2,500

13 paid holidays

Employer 2% Simple IRA contribution (1

Medical benefits

Dental & Vision benefits

Job summary

Ameriprise Financial Services, LLC is seeking a Client Services Specialist to act as a primary relationship manager for existing clients and to support advisors in delivering wealth management services. You will handle onboarding, client communications, CRM data management, and meeting preparation to ensure a seamless client experience.

The role requires at least 2 years in financial services and strong communication, time management, and confidentiality.

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.
• Strong time management, organizational, and prioritization skills.
• Ability to work independently while managing multiple deadlines.

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 onboarding and ensure secure access to client portals and OmniView.
• Maintain accurate client records in the CRM and generate service reports.
• Prepare for client meetings, gather information, and coordinate logistics.
• Document meeting notes, action items, and client requests; track follow-up tasks.

Skills

Client service

Relationship management

Communication

Time management

Attention to detail

Confidentiality

Tools

CRM software

MS Office Suite

Job description

Ameriprise Financial Services, LLC is seeking a Client Services Specialist to act as a primary relationship manager for existing clients and to support advisors in delivering wealth management services. You will handle onboarding, client communications, CRM data management, and meeting preparation to ensure a seamless client experience.

The role requires at least 2 years in financial services and strong communication, time management, and confidentiality.