Wealth Management Client Services Specialist; In-Office
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-07-27
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Young & Associates Ameriprise Financial in Mt. Pleasant, SC is seeking a Client Service Specialist to join our wealth management practice.
This full-time, in-office role focuses on delivering exceptional client experiences, coordinating onboarding, and maintaining accurate records. The ideal candidate brings 2+ years of client service or related experience, strong communication skills, and comfort with Microsoft 365 and CRM tools.
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