Wealth Management Client Services Specialist (In-Office)

Ameriprise Financial Services, LLC

Mount Pleasant (SC)

On-site

USD 42,000 - 60,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

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.