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Client Onboarding & Operations Specialist - Wealth Mgmt
Job in
Longview, Cowlitz County, Washington, 98632, USA
Listed on 2026-06-15
Listing for:
Ameriprise Financia
Full Time
position Listed on 2026-06-15
Job specializations:
-
Business
Client Relationship Manager -
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
Ameriprise Financial is seeking an Operations Specialist to provide support to advisors and ensure a seamless client onboarding experience. This in-office role in Longview, WA involves managing transitions, coordinating operational workflows, and delivering exceptional client service.
The ideal candidate has 2–5 years of experience in similar roles and strong communication and organizational skills. Opportunities for bonuses and comprehensive benefits are part of this role.
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