Client Experience & Practice Operations Specialist
About The Position
This position is with an Ameriprise Financial Franchise owner. Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable. We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter. We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements. Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective. We're looking for someone who doesn't just follow processes. We're looking for someone who improves them. If you're naturally curious and frequently find yourself saying, "I know how we can improve this.” you'll fit right in!
Requirements
- Bachelor's degree
- 2+ years of professional experience
- Strong organizational and communication skills
- Brings a solution-oriented mindset and a sharp eye for details others may miss
- A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
- Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
- Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
- Experience with CRM systems and Microsoft 365
Nice To Haves
- Financial services experience
- Salesforce experience
- Microsoft Copilot Premium or Claude experience
- Canva or marketing experience
- Process improvement or project coordination experience
Responsibilities
- Coordinate client meeting preparation and follow-up
- Manage client service requests from start to finish
- Maintain accurate CRM records and workflows
- Serve as a key point of contact for client communications
- Assist with marketing campaigns, events, and communications
- Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs
- Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions
- Support team training and technology adoption efforts
Benefits
- Medical, dental, and vision insurance
- SIMPLE IRA with employer contribution
- Paid time off and paid holidays
- Short- and long-term disability insurance
- Continuing education and licensing support
- On-site workout room and shower
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
