Customer Service Specialist
Ameriprise Financial Services, LLC
Job Description
Client Service Specialist – Wealth Management
\nYoung & Associates Ameriprise Financial Mt. Pleasant, SC Full-Time | In-Office
\n \nAbout the Opportunity
\nYoung & Associates Ameriprise Financial is seeking a Client Service Specialist to join our growing wealth management practice in Mt. Pleasant, SC.
\nThis is an opportunity to become a key member of a client-focused team serving successful individuals, families, and business owners. We are looking for a highly organized, proactive, technology-savvy professional who enjoys helping others and takes pride in delivering an exceptional client experience.
\nThe ideal candidate is detail-oriented, accountable, and driven to continuously improve processes while supporting advisors and clients alike.
\n \nWhat You'll Do: Client Service & Relationship Management
\n- \n
- Serve as a primary point of contact for client requests via phone, email, and text \n
- Deliver a high-touch, professional client experience \n
- Assist with account servicing and administrative requests \n
- Coordinate client onboarding and account setup \n
- Maintain accurate client records and documentation \n
- Work with corporate home office partners to resolve service issues \n
Meeting Preparation & Follow-Up
\n- \n
- Prepare client review meeting materials \n
- Organize account and client information before meetings \n
- Develop reports, presentations, and supporting documents \n
- Track follow-up activities and client action items \n
- Ensure all requests are completed accurately and on time \n
Operations & Practice Management
\n- \n
- Utilize Salesforce CRM and other technology tools to manage workflows \n
- Support advisors in preparing for client meetings \n
- Coordinate operational and administrative processes \n
- Assist with compliance and documentation requirements \n
- Identify opportunities to improve efficiency and enhance the client experience \n
Required Qualifications
\n- \n
- 2+ years of client service, administrative, operations, or relationship management experience \n
- Strong organizational skills and attention to detail \n
- Excellent verbal and written communication skills \n
- Professional phone and interpersonal skills \n
- Ability to prioritize multiple responsibilities \n
- Strong problem-solving and follow-through skills \n
- High level of professionalism and confidentiality \n
- Proficiency with Microsoft 365 \n
Preferred Qualifications
\n- \n
- Experience in wealth management, financial services, banking, insurance, or professional services \n
- Experience using Salesforce CRM, Redtail, Wealthbox, or similar systems \n
- Bachelor's degree or equivalent professional experience \n
Technology Skills: (Experience or willingness to learn)
\n- \n
- Salesforce CRM \n
- Microsoft 365 \n
- Microsoft Copilot \n
- Digital workflow tools \n
- AI-powered productivity solutions \n
Why Join Young & Associates?
\n- \n
- Collaborative and positive team culture \n
- Opportunity for professional growth \n
- Meaningful client relationships \n
- Technology-forward environment \n
- Direct interaction with advisors and clients \n
- Ability to make a significant impact on a growing practice \n
- Competitive compensation \n
This is a full-time, 100% in-office position located in Mt. Pleasant, SC.
Vacancy posted 29 days ago
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