Wealth Client Service Specialist — Hybrid/Remote
Remote / Online - Candidates ideally in
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-09-09
McKinney, Collin County, Texas, 75069, USA
Listing for:
Ameriprise Financial Services, LLC
Full Time, Remote/Work from Home
position Listed on 2026-09-09
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
Calander Wealth, a growing advisory practice, seeks an experienced Client Service Specialist to join the team. You will be the primary contact for client service needs, delivering a high-touch, responsive experience and building trust through professionalism and follow-through.
The role covers account management, operations, meeting preparation and data management, requiring 3+ years in financial services client service or operations and familiarity with CRM systems.
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