What are the responsibilities and job description for the Client Service Specialist position at North Harbor Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC?
About North Harbor Wealth Management
At North Harbor Wealth Management, we believe exceptional financial advice starts with exceptional client service.
We work with a select group of individuals, families, and business owners to help them make sound financial decisions, gain peace of mind, and grow and protect their wealth. We are committed to putting our clients first and providing a high level of service in every interaction.
We also believe in investing in our employees. We value people who take ownership of their work, embrace change, continue learning, support their teammates, and genuinely care about the clients and communities we serve.
Our Firm Values
- Integrity
- Change
- Education
- Excellence
- Relationships
- Team Focused
About the Role
We are looking for a Client Service Specialist who enjoys helping people, staying organized, solving problems, and being an important part of a collaborative team.
This position plays a key role in the day-to-day client experience at North Harbor Wealth Management. You will work closely with our advisors and team members to assist with client needs, provide administrative and operational support, maintain accurate records, and help ensure requests are completed thoroughly and on time.
The ideal candidate takes pride in being dependable, organized, detail-oriented, and professional. You should be comfortable working independently while also contributing to a team environment where priorities can change throughout the day.
This position is designed for someone interested in building a career in client service, operations, and wealth management practice support.
Responsibilities may include:
- Serve as a friendly and professional point of contact for clients
- Answer and direct incoming phone calls and assist with client inquiries
- Greet clients and help create a welcoming office experience
- Provide administrative and operational support to advisors and other team members
- Assist with client paperwork, documentation, and recordkeeping
- Follow established processes and ensure tasks are completed accurately and on time
- Communicate effectively with clients, advisors, and fellow team members
- Manage multiple priorities while maintaining strong attention to detail
- Learn and utilize the firm's technology, systems, and processes
- Follow applicable firm policies, procedures, and regulatory requirements
- Adapt to changing business needs and assist with additional responsibilities as the practice grows
We're looking for someone who:
- Has 2 years of experience in customer service, client service, administrative support, or a professional office environment
- Is highly organized and detail-oriented
- Has strong written and verbal communication skills
- Demonstrates excellent follow-through and takes ownership of responsibilities
- Can manage multiple priorities and deadlines
- Is comfortable learning new technology and processes
- Is proficient with Microsoft Office, including Outlook, Word, and Excel
- Handles confidential information with professionalism and discretion
- Works well independently and as part of a team
- Has a positive attitude and genuine willingness to learn
- Is adaptable and comfortable working in an environment where priorities may change
- Enjoys helping others and providing an excellent client experience
- Is interested in developing long-term expertise inclient service and wealth management operations
Financial Services Experience
Previous experience in financial services, wealth management, banking, insurance, or a related professional environment is preferred, but it is not required.
We're willing to train the right candidate who brings strong client-service skills, professionalism, attention to detail, and a desire to learn.
Compensation & Benefits
Salary: $55,000–$60,000 per year, based on experience and qualifications.
Additional benefits include:
- Incentive compensation opportunity
- Retirement 401(k) plan
- Paid time off
- Sick time
- Market and business-driven holidays
- QSEHRA
- Aflac plans
- Staff financial planning
- Professional development opportunities
Schedule
- Monday through Friday
- 8am-5pm
- Full-time
- In-person position in Wasilla, Alaska
Ability to commute to Wasilla, AK 99654 is required.
Job Type: Full-time
Pay: $55,000.00 - $60,000.00 per year
Experience:
- Customer service: 2 years (Required)
Ability to Commute:
- Wasilla, AK 99654 (Required)
Work Location: In person
Salary : $55,000 - $60,000