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Client & Workflow Specialist

Job in Plantation, Broward County, Florida, USA
Listing for: Ameriprise Financial
Full Time position
Listed on 2026-07-21
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Workflow Specialist

Ameriprise Financial, through Glades Wealth Partners in Florida, seeks a Client Service Specialist who delivers high-touch service to clients and maintains accurate CRM records. You will coordinate meetings, support workflows, and act as the go-to contact for clients, demonstrating organizational excellence and proactive problem solving.

This role offers a collaborative culture and opportunities for professional growth.

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