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Wealth Client Services Specialist | Detail-Oriented Ops Pro
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-09-02
Listing for:
Ameriprise Financia
Full Time
position Listed on 2026-09-02
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Services
Job Description & How to Apply Below
Heartfire is seeking a Client Service Specialist in Dunedin, FL to support a growing wealth management practice. This full-time, in-office role focuses on accurate processing of client requests, money movements, and account paperwork, with a strong emphasis on CRM accuracy and efficient use of technology.
The successful candidate will have 2+ years in financial services or wealth management, independent work habits, and excellent organizational and communication skills.
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