Client Service Specialist

Glades Wealth Partners, a Private Wealth Advisory franchise practice of Ameriprise Financial, LLC, is seeking an experienced Client Service Specialist. Knowing remarkable things often come in eights, from musical octaves to the wonders of the world, we are excited to welcome an eighth team member to our close-knit team.
Choosing a career with Glades Wealth Partners is choosing a workplace with the core values of inclusivity, collaboration, respect, and innovation. We have innovative technology, a full benefits package, career opportunities, strong emphasis on team building, and a workout room.
Client Service Specialist is an integral role on our team and is responsible for driving exceptional service and elevating the overall client experience. Our ideal candidate takes initiative and consistently delivers meticulous work product.
Responsibilities:

• Consistently follow standards of business, professional ethics, and legal/regulatory requirements

• Greet clients when they arrive for meetings, make them feel at home, and get to know them
• Answer and forward phone calls

• Manage team voicemail and email
• Manage office supply inventory
• Check mail
• Gather and update client data on all platforms
• Respond and document client requests and inquiries
• Send meeting confirmations and reminders
• Review client meeting notes for follow-up actions
• Send meeting follow up letters
• Store documents electronically
• Conduct check in calls on follow-up items
• Send client birthday, anniversary, and other greeting cards
• Coordinate marketing events and seminars
• Project collaboration
• Maintain client management system (CRM)
• Assist colleagues as needed

Preferred Qualifications:

• High School Degree or higher

• 2+ years of experience

• Proficient in:
  
  • Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
  • CRM / Salesforce
• Ability to analyze, prioritize, organize, and problem-solve
• Excellent communications skills, written and verbal
• A cheerful outlook and a sense of humor

Benefits:

• Retirement Plan with Employer Match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Flexible Spending Account (FSA)
• Paid Time Off and Holidays
• Personal Financial Planning with an experienced Financial Advisor

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.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time