Wealth Management Team Lead - Client Service

Threadneedle group; Naperville (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Disability insurance

Dental insurance

Vision insurance

Paid time off

Holiday pay

Job summary

Ameriprise Financial in Naperville, IL, seeks a highly organized Client Service Associate (CSA) / Team Lead to drive operational excellence and deliver exceptional client service while supporting advisors in wealth management.

The role combines leadership with client-focused service, requires 3+ years in financial services, and offers a collaborative culture and opportunities for professional growth. Full-time, salary range $60k-$80k plus benefits.

Qualifications

• Bachelor's degree from an accredited college or university.
• 3+ years of experience in wealth management or financial services.
• Demonstrated leadership or supervisory experience.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize effectively.
• Proficiency with Microsoft Office and financial services technologies.

Responsibilities

• Deliver exceptional client experience through proactive communication and timely follow-up.
• Serve as primary contact for client service requests and account maintenance.
• Coordinate account openings, transfers, money movement requests, and service transactions.
• Maintain accurate client records in accordance with firm policies.
• Provide day-to-day leadership and support to staff; help establish workflows and service standards.
• Assist with onboarding and training new team members.

Skills

Leadership

Client service

Communication

Organizational skills

Detail-oriented

Multitasking

Education

Bachelor's degree

Tools

Microsoft Office

Financial services platforms

Job description

Ameriprise Financial in Naperville, IL, seeks a highly organized Client Service Associate (CSA) / Team Lead to drive operational excellence and deliver exceptional client service while supporting advisors in wealth management.

The role combines leadership with client-focused service, requires 3+ years in financial services, and offers a collaborative culture and opportunities for professional growth. Full-time, salary range $60k-$80k plus benefits.