Wealth Client Services Pro: Detail-Driven & Proactive
Jamba Juice
Heartfire, an Ameriprise Private Wealth Advisory Practice in Dunedin, Florida, seeks a highly organized Client Service Specialist to join our growing wealth management team. This role supports advisors by processing client requests, handling transfers, and ensuring accuracy with a focus on detail and proactive communication.
Ideal candidates bring 2+ years in financial services, strong Excel/CRM skills, and the ability to work independently in a fast-paced environment.
#J-18808-LjbffrVacancy posted 5 days ago
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