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Ameriprise Financial Client Service Specialist in Plantation, Florida

19637BR

Job Description:

Do you want to join a financial services team that values innovation, collaboration, and efficiency?

Glades Wealth Partners is a rapidly growing independent Private Wealth Advisory Practice of Ameriprise Financial Services, LLC in Plantation, FL. We are seeking an Amazing Client Service Specialist with passion and positivity to bring our Team of six to seven. There are seven days in a week, seven continents, and seven colors in the rainbow; naturally there should be seven Glades Wealth Partners Team members.

Job ID:

19637BR

Full-Time / Part-Time:

Full time

About Our Company:

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.

Line of Business:

Franchise

Posting Title:

Client Service Specialist

Responsibilities:

What you will do

  • Compile client information prior to service meetings

  • Prepare client meeting presentations

  • Update financial planning tools

  • Review post meeting notes and assign tasks

  • Complete post meeting follow-up letters

  • Manage and resolve client service inquiries

  • General administrative duties: answering phone calls, scheduling appointments, meeting confirmations, etc.

  • Responsibilities will change over time to meet the needs of the franchise and will include other assigned duties

Recruiting Location:

Plantation, Florida

Required Qualifications:

What you need

  • Bachelor’s degree or equivalent

  • Minimum 2 years of previous experience in an office setting with relevant experience

  • General knowledge of financial services industry

  • Detail oriented, organized, strong analytical skills, ability to problem solve and prioritize

  • Strong computer and software skills; Proficiency with Outlook, Word, Excel, & PowerPoint

  • Salesforce/CRM experience preferred

  • Ability to work independently

  • COVID-19 vaccination

  • A sense of humor is a must and an iPhone is a plus

(We really don’t want to move our group chat to What’s App)

What’s in it for you

  • We are dedicated to helping you reach your full career potential through training, mentoring, and licensing support

  • Multiple long-term career paths to grow into

  • Simple IRA Plan with employer match

  • Paid Sick/Mental Health/Vacation Days

  • Salary $45,000 Job Family Group:

Franchise

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