Ameriprise
Client Service Specialist
Plantation, Florida · Part-time
Sponsorship not specifiedDetected 8 days ago
CanvaSalesforceCRMCommunicationProblem SolvingOrganizational Skills
About the role
- We celebrate the unique qualities and reward the contributions of our talented, passionate employees.
- This position is with an Ameriprise Financial Franchise owner.
- We're proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025).
Responsibilities
- Maintain CRM systems to support accurate, up-to-date client records
- Support smooth, organized workflows across all client touchpoints
- Consistently deliver a polished, responsive, and high-touch experience that reinforces client trust and satisfaction
- Build strong, professional relationships with clients and become a reliable, go-to point of contact
- Fully own client service requests from start to finish, with minimal oversight, ensuring nothing falls through the cracks
- Maintain clear, proactive communication with both clients and team members throughout each request
- Maintain highly accurate, up-to-date CRM records that support team efficiency and informed client interactions
- Deliver timely, thoughtful follow-up communications that reinforce clarity and next steps
Requirements
- Bachelor's Degree
- 2+ years of professional experience
- Strong organizational skills with a passion for process and efficiency
- Clear, professional, and warm communication style
- Ability to manage multiple priorities in a fast-paced environment
- A naturally proactive mindset with strong ownership instincts
- A love of CRMs, systems, and optimizing workflows
- Initiative and consistent follow through on commitments
- A team player who thrives in a collaborative environment
- A perfect balance of professionalism with personality and positivity
Nice to have
- Financial services experience
- Salesforce/CRM, Microsoft 365, Copilot, and Canva experience
Company info
- Glades Wealth Partners is a tight knit team that believes serious financial work doesn't have to take itself too seriously.
- 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.
- (Day-to-Day)
- Process and track client service requests through completion
- Coordinate client meeting preparation and follow-up
- Serve as a point of contact for clients and assist with scheduling and communications
- What Success Looks Like in This Role:
- Within the first 6-12 months, a successful Client Service Specialist will:
- Client Experience Excellence
- Ownership & Follow-Through
- Operational Precision & CRM Discipline
- Demonstrate exceptional attention to detail in all tasks, documentation, and follow-through
- Meeting Execution & Preparedness
- Ensure client meetings are consistently well-prepared, organized, and executed without last-minute issues
- Proactive Problem-Solving & Improvement
- Anticipate needs and identify potential issues before they arise, proactively removing friction from workflows
- Contribute ideas and improvements that enhance team efficiency and elevate the overall client experience
- Team Contribution & Reliability
- Be viewed by the team as dependable, responsive, and committed to shared success
Visa & Work Authorization
- age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law
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This listing is sourced directly from Ameriprise's careers page and normalized into a canonical job model.