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Financial Client Service Specialist Licensing
Job in
Southlake, Tarrant County, Texas, 76092, USA
Listed on 2026-07-11
Listing for:
Threadneedle group
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Ameriprise Financial in Southlake, TX is seeking a Client Service Specialist to handle front desk support and practice management for one or more advisors. The role emphasizes confidential client data handling and professional communication in a fast-paced office environment.
We offer licensing training and mentoring to advance your career, with a focus on client experience and internal processes. Ideal candidates have 1–3 years of relevant experience and a degree;
Bachelor's degree is preferred.
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