Client Service Specialist

Job Description

Job Description

Client Service Specialist

Tampa, Florida | Full-Time

Position Summary

Johnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.

As a key member of our team, you will support advisors and clients by managing day-to-day service requests, coordinating administrative processes, and helping deliver an outstanding client experience.

Key Responsibilities

Client Service & Relationship Support

• Execute client service requests and follow-up activities.
• Respond to routine client inquiries and provide timely updates.
• Answer inbound phone calls and direct inquiries to the appropriate team member.
• Schedule and coordinate client meetings.
• Support the onboarding of new clients.
• Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition.
• Deliver a professional, responsive, and positive client experience.

Transaction Processing & New Business Support

• Process client transactions, including: Rollovers, transfers, contributions, distributions
• Process financial paperwork and documentation accurately while ensuring compliance requirements are met.
• Monitor client requests and new business through completion while providing timely updates.
• Follow up with clients, insurance carriers, and the home office regarding outstanding transactions.

Meeting Preparation & Follow-Up

• Prepare forms, paperwork, and meeting support materials.
• Assist with gathering and organizing information needed for client meetings.
• Track and complete assigned post-meeting tasks.
• Support advisors by ensuring follow-up commitments are completed accurately and on time.

CRM, Documentation & Compliance

• Maintain accurate CRM records, including client notes, tasks, and demographic information.
• Update client information within CRM and financial planning systems.
• Save and organize client documents within approved storage systems.
• Ensure all documentation meets regulatory, compliance, and practice standards.

Administrative & Practice Support

• Manage incoming mail and client correspondence, ensuring timely distribution, accurate recordkeeping, and proper documentation.
• Ensure office supplies remain adequately stocked.
• Track and record office expenses.
• Monitor and execute scheduled social media posts.

Why Join Johnson and Associates?

• Join a growing, relationship-focused wealth management practice.
• Clear career paths with opportunities for advancement.
• Ongoing mentoring and professional development.
• Support for licensing and continued education.
• Collaborative team environment where your ideas matter.
• Opportunities to participate in team development activities and community involvement.

Equal Opportunity Employer

Johnson and Associates is an equal opportunity employer and welcomes applicants from all backgrounds.

A background check is required as part of the hiring process in accordance with applicable laws.

To ensure a consistent hiring process, please do not contact the practice directly. All applicants and inquires should be submitted through our recruiting team.

Requirements

Qualifications

Required Skills

• 3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related field.
• Strong customer service skills.

• Strong organizational and time management skills.
• Ability to manage multiple priorities and deadlines.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and CRM software.
• Professional and client-focused demeanor.
• Ability to work independently and as part of a team.

Preferred Qualifications

• Prior experience with Ameriprise Financial systems, processes, and client service practices is preferred.
• Experience processing financial transactions and client documentation.
• Familiarity with financial planning software and wealth management operations.
• Experience with Salesforce, MoneyGuide, or similar CRM and financial planning software.

Benefits

Compensation and Benefits

• Competitive hourly pay: $26.44–$29.81per hour ($55,000–$62,000 annualized based on a 40-hour workweek), depending on experience and qualifications.
• This is a full-time, non-exempt, hourly position. Opportunities for skill-based pay increases and discretionary bonuses are also available.
• Paid Time Off accrued annually
• Paid holidays
• SIMPLE IRA with employer contribution after one year.
• Opportunity for hybrid work after successful training
• Support for professional development and licensing