Client Service Specialist

Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors

Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning and a highly personalized client experience.

Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients.

This is an opportunity to become an integral part of a collaborative wealth management team. You will work closely with financial advisors, clients, prospects, and business partners and will have exposure to a broad range of financial planning, investment, insurance, and client-service activities.

The Client Service Specialist will serve as a central point of coordination for a group of financial advisors and will play an important role in keeping the practice organized, responsive, and moving forward.

This is a hands‑on position for someone who takes ownership, anticipates what needs to happen, and follows each request through completion. You will support the full client‑service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow‑up, supporting financial‑planning activities, and helping advisors identify opportunities for clients.

The role is well suited for someone who enjoys variety, takes pride in getting the details right, and wants to develop a broad understanding of wealth management while becoming a trusted resource to both advisors and clients.

• Provide responsive, polished service to clients and coordinate requests across a group of up to four or five advisors.
• Prepare advisors for client and prospect meetings by gathering information, reviewing fact finds and outside account statements, updating client information, organizing reports, and assembling presentations and slide decks.
• Review information gathered during initial client calls and help advisors prepare for subsequent conversations.
• Take detailed meeting notes, document follow‑up items in the CRM, and ensure next steps are clearly communicated and completed.
• Prepare client follow‑up communications, including recap emails, attachments, recommendations, and next steps.
• Schedule client and prospect meetings, send calendar invitations, coordinate participants, and schedule follow‑up meetings.
• Monitor client contact and proactively reach out to clients who have not been contacted within the previous 90 days.
• Assist with rollover calls and other client communications as appropriate.
• Coordinate beneficiary meetings and other client meetings as needed.
• Provide thoughtful, personalized client touches, including coordinating birthday cards and other client appreciation activities.

• Open and maintain accounts and accurately process service requests, transfers, distributions, money movements, beneficiary changes, and other required forms.
• Follow up on pending cases and outstanding requirements to keep applications and service requests moving.
• Support life insurance, annuity, and financial‑planning workflows by coordinating documentation and tracking outstanding requirements.
• Request VUL illustrations and coordinate in‑force illustrations with carriers and other appropriate resources.
• Prepare term insurance quotes and assist advisors with insurance‑related client needs.
• Update financial‑planning information in Money Guide and assist with maintaining accurate client planning information.
• Review client…