Client Service Specialist
About The Position
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Glades Wealth Partners is a tight knit team that believes serious financial work doesn’t have to take itself too seriously. We’re proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021–2025). But what really sets us apart is our culture. We value Community, Integrity, Clarity, and Teamwork, and we infuse those values into everything we do; from client conversations to team celebrations. If you love organization, appreciate a well-built workflow, enjoy working alongside smart, fun individuals… and you also love dogs… you may have just found your place.
Requirements
- Bachelor’s Degree
- 2+ years of professional experience
- Strong organization and detail orientation
- Communication skills
Nice To Haves
- Financial services experience
- Salesforce/CRM, Microsoft 365, Copilot, and Canva experience
Responsibilities
- Process and track client service requests through completion
- Maintain CRM systems to support accurate, up-to-date client records
- Coordinate client meeting preparation and follow-up
- Serve as a point of contact for clients and assist with scheduling and communications
- Support smooth, organized workflows across all client touchpoints
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
