Client Service Specialist

Tampa, Florida | Full-Time

About the role

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.

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

Requirements

• 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
• 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

• Competitive hourly pay: $26.44-$29.81 per hour ($55,000-$62,000 annualized based on a 40-hour workweek), depending on experience and qualifications
• Opportunities for skill-based pay increases and discretionary bonuses
• 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

Why Join Us

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