Ameriprise Financial Client Service Specialist in Plantation, Florida
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.
Full-Time / Part-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:
Client Service Specialist
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
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
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: