Wealth Management Client Services Specialist

Itzen Bishop Financial: A private wealth advisory practice of Ameriprise Financial Services, LLC; Riverside (CA); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k)

PTO

Paid holidays

Growth opportunities

Team culture

Job summary

Itzen Bishop Financial in Riverside, CA, is seeking a Client Service Specialist to deliver exceptional client experiences while supporting daily operations. The role emphasizes building client relationships, managing multiple priorities, and contributing to a collaborative team environment.

You will assist with account setup and servicing, schedule client meetings, maintain records, process transactions, and coordinate client engagements.

Qualifications

• 2+ years of similar client service experience.
• Willing to study for and pass Series 7, Series 66, and State life/health licenses.
• High attention to detail and accuracy.
• Professional phone and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a primary point of contact for client service requests and account inquiries.
• Assist with new account setup, maintenance, and ongoing servicing.
• Schedule client meetings and manage advisor calendars.
• Maintain accurate client records and documentation.
• Process client transactions and service requests per firm policies.
• Coordinate client events and engagements.
• Respond to prospective client inquiries and schedule appointments.
• Partner with home office teams to resolve issues.
• Maintain records for compliance and retention.
• Support office workflows and process improvements.
• Utilize CRM systems to enhance efficiency and client service.
• Assist with regulatory compliance activities.

Skills

Client service

CRM systems

Time management

Communication

Tools

CRM software

Job description

Itzen Bishop Financial in Riverside, CA, is seeking a Client Service Specialist to deliver exceptional client experiences while supporting daily operations. The role emphasizes building client relationships, managing multiple priorities, and contributing to a collaborative team environment.

You will assist with account setup and servicing, schedule client meetings, maintain records, process transactions, and coordinate client engagements.