What are the responsibilities and job description for the Customer Service Specialist position at Ameriprise Financial Services, LLC?
Client Service Specialist – Wealth Management
Young & Associates Ameriprise Financial Mt. Pleasant, SC Full-Time | In-Office
About the Opportunity
Young & Associates Ameriprise Financial is seeking a Client Service Specialist to join our growing wealth management practice in Mt. Pleasant, SC.
This is an opportunity to become a key member of a client-focused team serving successful individuals, families, and business owners. We are looking for a highly organized, proactive, technology-savvy professional who enjoys helping others and takes pride in delivering an exceptional client experience.
The ideal candidate is detail-oriented, accountable, and driven to continuously improve processes while supporting advisors and clients alike.
What You'll Do: Client Service & Relationship Management
- Serve as a primary point of contact for client requests via phone, email, and text
- Deliver a high-touch, professional client experience
- Assist with account servicing and administrative requests
- Coordinate client onboarding and account setup
- Maintain accurate client records and documentation
- Work with corporate home office partners to resolve service issues
Meeting Preparation & Follow-Up
- Prepare client review meeting materials
- Organize account and client information before meetings
- Develop reports, presentations, and supporting documents
- Track follow-up activities and client action items
- Ensure all requests are completed accurately and on time
Operations & Practice Management
- Utilize Salesforce CRM and other technology tools to manage workflows
- Support advisors in preparing for client meetings
- Coordinate operational and administrative processes
- Assist with compliance and documentation requirements
- Identify opportunities to improve efficiency and enhance the client experience
Required Qualifications
- 2 years of client service, administrative, operations, or relationship management experience
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Professional phone and interpersonal skills
- Ability to prioritize multiple responsibilities
- Strong problem-solving and follow-through skills
- High level of professionalism and confidentiality
- Proficiency with Microsoft 365
Preferred Qualifications
- Experience in wealth management, financial services, banking, insurance, or professional services
- Experience using Salesforce CRM, Redtail, Wealthbox, or similar systems
- Bachelor's degree or equivalent professional experience
Technology Skills: (Experience or willingness to learn)
- Salesforce CRM
- Microsoft 365
- Microsoft Copilot
- Digital workflow tools
- AI-powered productivity solutions
Why Join Young & Associates?
- Collaborative and positive team culture
- Opportunity for professional growth
- Meaningful client relationships
- Technology-forward environment
- Direct interaction with advisors and clients
- Ability to make a significant impact on a growing practice
- Competitive compensation
This is a full-time, 100% in-office position located in Mt. Pleasant, SC.