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CRM-Driven Client Experience Specialist
Job in
Plantation, Broward County, Florida, 33388, USA
Listed on 2026-07-31
Listing for:
Threadneedle group
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management
Job Description & How to Apply Below
Glades Wealth Partners, an Ameriprise Financial franchise partner, seeks a Client Service Specialist to manage client requests, maintain CRM records, and coordinate meetings. You will be a trusted liaison for clients, ensuring timely communications and organized workflows across touchpoints.
Ideal candidates bring a bachelor’s degree, 2+ years of professional experience, and strong organizational and communication skills. Financial services experience and CRM tools like Salesforce are a plus.
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