Wealth Management Client Services Specialist (In-Office)

Ameriprise Financial Services, LLC; Mount Pleasant (SC); On-site; USD 42,000 - 60,000; Full time

Job summary

Young & Associates Ameriprise Financial in Mt. Pleasant, SC is seeking a Client Service Specialist to join our wealth management practice.

This full-time, in-office role focuses on delivering exceptional client experiences, coordinating onboarding, and maintaining accurate records. The ideal candidate brings 2+ years of client service or related experience, strong communication skills, and comfort with Microsoft 365 and CRM tools.

Qualifications

• 2+ years of client service, administrative, operations, or relationship management experience.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Professional phone and interpersonal skills.
• Ability to prioritize multiple responsibilities.
• High level of professionalism and confidentiality.
• Proficiency with Microsoft 365.

Responsibilities

• Serve as a primary point of contact for client requests via phone, email, and text.
• Deliver a high-touch, professional client experience.
• Assist with account servicing and administrative requests.
• Coordinate client onboarding and account setup.
• Maintain accurate client records and documentation.
• Work with corporate home office partners to resolve service issues.
• Prepare client review meeting materials.
• Organize account and client information before meetings.
• Develop reports, presentations, and supporting documents.
• Track follow-up activities and client action items.
• Ensure all requests are completed accurately and on time.
• Utilize Salesforce CRM and other technology tools to manage workflows.
• Support advisors in preparing for client meetings.
• Coordinate operational and administrative processes.
• Assist with compliance and documentation requirements.
• Identify opportunities to improve efficiency and enhance the client experience.

Skills

Client service

Organization

Communication

Microsoft 365

Problem-solving

Confidentiality

Prioritization

Education

Bachelor's degree

Equivalent professional experience

Tools

Salesforce CRM

Redtail

Wealthbox

Job description

Young & Associates Ameriprise Financial in Mt. Pleasant, SC is seeking a Client Service Specialist to join our wealth management practice.

This full-time, in-office role focuses on delivering exceptional client experiences, coordinating onboarding, and maintaining accurate records. The ideal candidate brings 2+ years of client service or related experience, strong communication skills, and comfort with Microsoft 365 and CRM tools.