Client Service Specialist
Threadneedle group
- # Client Service SpecialistApply: On-Site: Ft Lauderdale, Florida: Full time: Posted Yesterday: End Date: November 24, 2026 (30+ days left to apply): R26\\_4031**About Our Company**We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.**Job Description**At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today. As a Client Service Specialist, you will be responsible for conducting all administrative responsibilities for front desk support and provide practice management support for one or more advisors or leaders. Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!**Key Responsibilities*** General administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expense submissions-tracking-approvals, initiating maintenance requests, schedule wholesalers and support branch seminar series/events. Responsible for Reception support: answering phones during regular business hours, greeting clients-prospects.* Practice Support duties may include: delivery of Ameriprise Client Experience for clients of one or more practices. Responsibilities may include; scheduling client or prospect appointments, entering client data into various applications, supervising progress vs. practice goals, addressing client service requests, establishing new clients with Ameriprise, including introducing the digital experience, assisting advisor in preparation or follow-up to client or prospect meetings. Supporting the practice's marketing programs (events, go-social, MOD, etc.).**Required Qualifications*** Associate (2-year) degree or equivalent* 1-3 years Relevant Experience Required.* Able to maintain confidentiality, demonstrate professionalism, and operate under limited/minimal direction.* Excellent interpersonal skills to interact effectively with clients.* Effective shown written and oral communication skills.* Ability to function in fast-paced environment, maintain operational quality, ability to balance multiple priorities.* Understanding of a financial advisors practice.**Preferred Qualifications*** Bachelors degree or equivalent* Understanding of business basics (profitability, negotiation), ability to work directly with clients to understand, resolve and detail any and all requests, informational updates and concerns. **Visa Sponsorship**Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). **In-Office Collaboration**We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process. **Full-Time/Part-Time**Full time**Exempt/Non-Exempt**Non-Exempt**Job Family Group**Business Support & Operations**Line of Business**AAG Ameriprise Advisor Group*Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.**We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.*
- J-18808-Ljbffr Threadneedle group
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist in Florida, NY vacancy
- Client Relations Specialist - PIP LaBovick Law Group | Palm Beach Gardens, FL Full-Time | Up to 40% Local Travel This Isn't Just a Desk Job. It... ...to help them recover payment from insurance carriers for services they've already provided to patients. Behind every demand,...SuggestedFull timeWork at officeLocal area
- Morgan Stanley is seeking a Client Relationship Analyst in New York to provide superior service to Financial Advisors, PWAs and teams. You will help cultivate client relationships, process transactions, and handle administrative tasks while maintaining accuracy and compliance...Suggested
$1,000 per week
Job Description Client Service Specialist America’s Gold Company Full-Time | On-Site | Palm Beach Gardens Area Pay: Starting at $1,000 Per Week (Based on Experience & Skillset) About Us America’s Gold Company is a rapidly growing precious metals firm specializing in physical...SuggestedFull timeWork at office- ...Relationship Officer to support the Wealth Relationship Manager and the Wealth Center team. The role focuses on delivering exceptional client service, handling banking and wealth product needs, and enabling the manager to focus on high-value activities. Responsibilities...Suggested
- Consultwithtray is seeking a Client Experience Coordinator to oversee client communications, coordinating travel service details and ensuring a high-quality experience throughout the planning and booking process. This fully remote position is ideal for an organized, dependable...SuggestedRemote job
$47.5k - $52.5k
...Position Title: Client Service Specialist- Commercial Lines Location: Hybrid • Middletown Office - Middletown, NY 10941 Salary Range: $47,500.00 - $52,500.00 Hourly Overview Salary Range $47,500.00 - $52,500.00 Hourly Client Service Specialist- Commercial...Hourly payWork at officeMarshall & Sterling Inc
Middletown, NY8 days ago- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3...Remote job
- ...outgoing individual with a passion for providing exceptional customer service? Frozen Ropes has an exciting job opportunity just for you! We'... ...to join our dynamic team. This role involves engaging with clients, providing exceptional support, and ensuring customer...Part timeWork at officeFlexible hoursNight shiftWeekend work
FROZEN ROPES ORANGE LLC
Chester, NY2 days ago - ...inspire, uplift, and fulfill. We are seeking full and part time Client Care Specialists (CCS) to work right where you live in brand-new, bright,... ...and advancements in operations, pet care, and client services. We provide services six days/week which include: appointments...Full timePart timeLive inLocal areaFlexible hoursShift workWeekend workDay shiftAfternoon shift
$30 - $40 per hour
The Repapering Specialist will support the Pershing Conversion Project by managing client account repapering activities, collecting and validating client information,... ..., AML, KYC, and bank policies. Strong client service orientation Excellent verbal and written communication...Hourly payLocal area$36.4k - $43.68k
Customer Service Representative (Full Time) Location: Northern Palm Beach County Improvement District, Palm Beach Gardens, FL Overview... ...Proven experience in call center customer support or client services is highly preferred. Strong communication skills in English...Hourly payFull timeWork at officeMonday to FridayShift work- ABOUT THE ROLE Our client is seeking a Customer Service Representative (CSR) to provide post‑sales and service support for existing insurance clients. This position is remote within Florida. The ideal candidate will have strong communication skills, attention to detail...Remote work
$18.62 - $20.69 per hour
...organization dedicated to improving consumer experiences within the service sector. This is an exciting opportunity to join a team that... ...looking for a dynamic and dedicated professional to join our client's team, where you will play a pivotal role in ensuring smooth and...Hourly payTemporary workWork at office- Client Service Coordinator Lauderhill, FL | Full-Time Preferred | Part-Time May Be Considered A fast-moving client service role for someone who takes ownership, communicates proactively, and keeps multiple projects moving without waiting for step-by-step direction. About...Full timePart timeWork at office
$18 - $26 per hour
...recommend adjustments on accounts in accordance with payor and client guidelines. Participate in and complete projects assigned by... ...team lead or manager to fulfill clients' contractual agreement of services. Work in partnership with other teams/departments regarding...Local areaRemote workFlexible hoursHarris Computer
Florida, NY1 day ago$19.23 - $21.8 per hour
...Assistant Client Service Specialist- Commercial Lines Hybrid • Poughkeepsie, NY 12601-6707; Middletown Office - Middletown, NY 10941 Overview Salary Range $19.23 - $21.80 Hourly Position Type Full Time Assistant Client Service Specialist Why Join Marshall+Sterling...Hourly payFull timeWork at officeMarshall+Sterling
Middletown, NY1 day ago$22 - $25 per hour
...personal, relationship-based approach to our work. Many of our clients have been with us for decades, and we believe those long-term relationships... ...experience. About the Role This is a front-office, customer-service-focused position. You will be one of the friendly faces and...Hourly payFull timeWork at officeLocal areaMonday to Friday- Position Summary The Specialist, Shareholder Services Representative plays a pivotal role in the Transaction Processing function, specifically within... ...supports BNY's commitment to operational excellence and client satisfaction by adhering to principles of integrity and...Flexible hours
- Veterinary Receptionist / Client Service Representative (CSR) Davie, Florida | Full-Time or Part-Time | In-Person Position Our veterinary hospital in Davie, Florida is seeking a professional, compassionate, and detail-oriented Veterinary Receptionist / Client Service Representative...Full timePart timeWork at officeWeekend work
- ...Animal Hospital & Dental Clinic is looking for an enthusiastic personality to join our front desk team! A Client Services Representative/Client Relations Specialist A Client Services Representative/Client Relations Specialist is an in-hospital position that performs...Full timePart timeWork experience placementLocal areaRemote workMonday to FridayFlexible hoursShift work
- ...business is our employees and their careers. We are seeking a Client Care Agent who will be responsible for reviewing client monitoring... ...and client satisfaction. This position is vital to reviewing service history, monitoring data, and advancing clients into scheduling...Temporary workWork at officeLocal area
$60k
...consistently convert leads into retained clients? Do you want a new challenge that... ...into a rewarding career as a Client Intake Specialist for our family law firm client in Orange... ...tailored solutions from our family law services. Celebrate your results, track your success...Work experience placementWork at officeWork from home- We are seeking Client Services Representative II to support brokerage and custody client service teams in a high-volume, fast-paced financial services environment. This is part of a large-scale onboarding initiative tied to revamped operations, with a structured ramp-up...
- Chase is seeking an Associate Banker to join a branch in the New York area. You will welcome clients, open and service accounts, and guide customers with digital banking tools like Chase Mobile and Chase.com. This role emphasizes client relationships, collaborative teamwork...
- Job Description The Client Services Representative we are looking for: A team oriented member that everyone enjoys interacting with Someone who loves to help customers and clients Solo worker as well as team enthusiast An individual that enjoys working in fast paced...Weekly payFull timeLocal areaFlexible hours
- Hometown Animal Hospital & Dental Clinic is looking for a Client Services Representative! A Client Relations Specialist is an in-hospital position that performs check-in, check-out and basic receptionist duties. A typical day would include: answering phones, greeting...Full timePart timeWork experience placementRemote workFlexible hours
- We are seeking an experienced Client Service Representative to join our team part time. At VCA Animal Hospitals, we take our mission statement - your pet’s health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to...Part time
- ...Veterinary Receptionist is responsible for performing a variety of clerical and client care duties to increase efficiency while focusing on patient care and client care. We are a service industry and the receptionist is responsible to act as an advocate and liaison for...Flexible hours
Jockey Hollow Veterinary Practice
Warwick, NY23 days ago - ...and skilled at building relationships. You will grow the agency by identifying customer needs and marketing relevant products and services. This role emphasizes strong communication, lead development, and providing prompt service, with licensing pursued after joining the...
$15.5 - $18 per hour
...ensuring each job is completed with accuracy and high-quality service. You will serve as a critical quality control checkpoint, managing... ...lifecycle of each request, from the initial call to final client follow-up, ensuring client satisfaction and operational excellence...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- inside customer service representative Florida, NY
- customer service rep remote Florida, NY
- airport customer service agent Florida, NY
- bilingual customer support specialist Florida, NY
- client experience specialist Florida, NY
- customer service associate Florida, NY
- customer success specialist Florida, NY
- virtual customer service advisor Florida, NY
- hospital customer service representative Florida, NY
- customer service representative hiring Florida, NY