Client Service Specialist

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.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Who We Are

Glades Wealth Partners is a tight knit team that believes serious financial work doesn’t have to take itself too seriously. We’re proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021–2025). 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.

What You’ll Do (Day-to-Day)

• Process and track client service requests through completion

• Maintain CRM systems to support accurate, up-to-date client records

• Coordinate client meeting preparation and follow-up

• Serve as a point of contact for clients and assist with scheduling and communications

• Support smooth, organized workflows across all client touchpoints

What Success Looks Like in This Role:
Within the first 6–12 months, a successful Client Service Specialist will:
 

Client Experience Excellence

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

Ownership & Follow-Through
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

Operational Precision & CRM Discipline
Maintain highly accurate, up-to-date CRM records that support team efficiency and informed client interactions
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
Deliver timely, thoughtful follow-up communications that reinforce clarity and next steps

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
Contribute to a positive, collaborative environment while upholding high standards of performance

What You Bring:

• 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

Qualifications :

Required:

• Bachelor’s Degree

• 2+ years of professional experience

• Strong organization and detail orientation

• Communication skills

Preferred:

• Financial services experience

• Salesforce/CRM, Microsoft 365, Copilot, and Canva experience

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, 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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.