More jobs:
Client & CRM Specialist
Job in
Plantation, Broward County, Florida, USA
Listed on 2026-07-25
Listing for:
00001 Ameriprise Financial Inc
Full Time
position Listed on 2026-07-25
Job specializations:
-
Customer Service/HelpDesk
CRM System
Job Description & How to Apply Below
Ameriprise Financial is seeking a Client Service Specialist to support client onboarding, track service requests, and maintain accurate client records in our CRM. This role focuses on delivering a polished, high‑touch experience and coordinating meeting prep and follow‑ups with clients and internal teams.
Required:
a Bachelor’s Degree, 2+ years of professional experience, strong organization and communication skills.
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