Client & Practice Operations Specialist

Preferred

• Financial services experience

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Who We Are

Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams ) and the Ameriprise Client Experience Award ). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable.

We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter.

We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements.

Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective.

We're looking for someone who doesn't just follow processes. We're looking for someone who improves them. If you're naturally curious and frequently find yourself saying,  I know how we can improve this.  you'll fit right in!

• Coordinate client meeting preparation and follow-up
• Manage client service requests from start to finish
• Maintain accurate CRM records and workflows
• Serve as a key point of contact for client communications
• Assist with marketing campaigns, events, and communications
• Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs
• Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions
• Support team training and technology adoption efforts

• Clients receive an elevated experience, worthy of telling their friends about
• CRM records are accurate and up to date
• Identifies gaps, misses, and inefficiencies—and helps create practical solutions
• Stays current on new technology releases, evaluates their usefulness for our practice, and helps integrate the right tools into our workflow
• Processes become clearer, smoother, and easier for the team to follow
• Team members view you as reliable, proactive, and solutions-oriented

• Bachelor's degree
• 2+ years of professional experience
• Strong organizational and communication skills
• Brings a solution-oriented mindset and a sharp eye for details others may miss
• A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
• Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
• Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
• Experience with CRM systems and Microsoft 365

• Financial services experience
• Salesforce experience
• Microsoft Copilot Premium or Claude experience
• Canva or marketing experience
• Process improvement or project coordination experience

• Award-winning, client-focused team
• Direct impact on how our business grows and evolves
• Opportunities to work with emerging technology and innovation pilots
• Training, mentorship, and professional development
• Collaborative culture with high standards and a sense…