What are the responsibilities and job description for the Client Service Specialist position at Ameriprise Financial / Capital Wealth Advisory Group?
We are seeking a full-time Client Service Specialist to join our innovative and dynamic team. This is a full-time, in-person position based in Madison, WI. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and wealth management to families, individuals, and organizations to help achieve financial goals and simplify their financial lives.
Job Purpose:
Serve as a full-time Client Service Specialist, providing exceptionally friendly, helpful, high-quality service to our clients and help the practice in managing and organizing office workflow.
Responsibilities:
- Support advisors with meeting prep and follow-up
- Updating client information as necessary
- Create and track forms and new business applications
- Scanning, faxing, printing, copying
- Other clerical support as required
- Maintain client satisfaction
- Conduct transaction requests as directed by advisors
- Backup support for receptionist
Qualifications:
- Minimum 2 years of experience in a professional office setting; financial services experience preferred
- Reliable and consistent in attendance, punctuality, and task completion
- Pleasant, professional, and friendly manner with excellent interpersonal skills
- Strong team player
- Highly organized, accurate, and attention to detail
- Proven analytical and independent problem-solving skills
- Comfortable working in a fast‑changing technology environment, with the ability to quickly learn and adapt to new and evolving tools
- Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, and Outlook)
- Excellent written and verbal communication skills
- Ability to handle multiple responsibilities
- Strong personal and business ethics and integrity
- Eagerness to learn and grow within the practice
- Ability to work on-site in Madison, WI during standard office hours
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Office Hours:
- Monday – Thursday 8:00AM – 5:00PM
- Friday 8:00AM – 3:00PM
Salary and Benefits:
- Competitive rate based on experience
- Health insurance
- Dental insurance
- Vision Insurance
- Short-term and long-term disability
- 401(k) with up to 4% company match, plus discretionary profit-sharing contributions
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Tuition reimbursement
- Paid time off, sick time, and volunteer time off
- 13 paid holidays
How to Apply:
Please submit the following for consideration:
- Cover letter
- Resume
Capital Wealth Advisory Group is an Equal Opportunity Employer.
Pay: $20.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Tuition reimbursement
- Vision insurance
Work Location: In person
Salary : $20 - $30