Client Service Specialist

Position Summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.

As a key member of our team, you will support advisors and clients by managing day-to-day service requests, coordinating administrative processes, and helping deliver an outstanding client experience.

• Execute client service requests and follow-up activities
• Respond to routine client inquiries and provide timely updates
• Answer inbound phone calls and direct inquiries to the appropriate team member
• Schedule and coordinate client meetings
• Support the onboarding of new clients
• Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition
• Deliver a professional, responsive, and positive client experience

• Process client transactions, including:
  Rollovers, transfers, contributions, distributions
• Process financial paperwork and documentation accurately while ensuring compliance requirements are met
• Monitor client requests and new business through completion while providing timely updates
• Follow up with clients, insurance carriers, and the home office regarding outstanding transactions

• Prepare forms, paperwork, and meeting support materials
• Assist with gathering and organizing information needed for client meetings
• Track and complete assigned post-meeting tasks
• Support advisors by ensuring follow-up commitments are completed accurately and on time

• Maintain accurate CRM records, including client notes, tasks, and demographic information
• Update client information within CRM and financial planning systems
• Save and organize client documents within approved storage systems
• Ensure all documentation meets regulatory, compliance, and practice standards

• Manage incoming mail and client correspondence, ensuring timely distribution, accurate recordkeeping, and proper documentation
• Ensure office supplies remain adequately stocked
• Track and record office expenses
• Monitor and execute scheduled social media posts

• Join a growing, relationship-focused wealth management practice.
• Clear career paths with opportunities for advancement.
• Ongoing mentoring and professional development.
• Support for licensing and continued education.
• Collaborative team environment where your ideas matter.
• Opportunities to participate in team development activities and community involvement

Johnson and Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

A background check is required as part of the hiring process in accordance with applicable laws.

• 3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related field
• Strong customer service skills
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Excellent attention to detail and accuracy
• Strong written and verbal communication skills
• Proficiency with Microsoft Office and CRM software
• Professional and client-focused demeanor
• Ability to work independently and as part of a team

• Prior experience with Ameriprise Financial systems, processes, and client service practices is preferred
• Experience processing financial transactions and client documentation
• Familiarity with financial planning software and wealth management operations
• Experience with Salesforce, Money Guide, or similar CRM and financial planning software

• Competitive hourly pay: $26.44-$29.81per hour ($55,000-$62,000 annualized based on a 40-hour workweek), depending on experience and qualifications.
  • This is a full-time, non-exempt, hourly position. Opportunities for skill-based pay increases and discretionary bonuses are also available
• Paid Time Off accrued annually
• Paid holidays
• SIMPLE IRA with employer contribution after one year
• Opportunity for hybrid work after successful training
• Support for professional development and licensing