Client Service Specialist

Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning and a highly personalized client experience. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients. This is an opportunity to become an integral part of a collaborative wealth management team. You will work closely with financial advisors, clients, prospects, and business partners and will have exposure to a broad range of financial planning, investment, insurance, and client-service activities. The Opportunity The Client Service Specialist will serve as a central point of coordination for a group of financial advisors and will play an important role in keeping the practice organized, responsive, and moving forward. This is a hands-on position for someone who takes ownership, anticipates what needs to happen, and follows each request through completion. You will support the full client-service cycle—from preparing for client and prospect meetings and coordinating account and insurance workflows to maintaining CRM records, managing follow-up, supporting financial-planning activities, and helping advisors identify opportunities for clients. The role is well suited for someone who enjoys variety, takes pride in getting the details right, and wants to develop a broad understanding of wealth management while becoming a trusted resource to both advisors and clients. What You Will Do Client Service & Advisor Support Provide responsive, polished service to clients and coordinate requests across a group of up to four or five advisorsPrepare advisors for client and prospect meetings by gathering information, reviewing fact finds and outside account statements, updating client information, organizing reports, and assembling presentations and slide decksReview information gathered during initial client calls and help advisors prepare for subsequent conversationsTake detailed meeting notes, document follow-up items in the CRM, and ensure next steps are clearly communicated and completedPrepare client follow-up communications, including recap emails, attachments, recommendations, and next stepsSchedule client and prospect meetings, send calendar invitations, coordinate participants, and schedule follow-up meetingsMonitor client contact and proactively reach out to clients who have not been contacted within the previous 90 daysAssist with rollover calls and other client communications as appropriateCoordinate beneficiary meetings and other client meetings as neededProvide thoughtful, personalized client touches, including coordinating birthday cards and other client appreciation activities Account, Investment, Insurance & Planning Support Open and maintain accounts and accurately process service requests, transfers, distributions, money movements, beneficiary changes, and other required formsFollow up on pending cases and outstanding requirements to keep applications and service requests movingSupport life insurance, annuity, and financial-planning workflows by coordinating documentation and tracking outstanding requirementsRequest VUL illustrations and coordinate in-force illustrations with carriers and other appropriate resourcesPrepare term insurance quotes and assist advisors with insurance-related client needsUpdate financial-planning information in MoneyGuide and assist with maintaining accurate client planning informationReview client accounts and outside holdings to identify items requiring advisor attention and potential planning opportunitiesReview account information and representative codes to identify accounts with available cash and other opportunities for advisor reviewResearch structured-note opportunities and coordinate information for advisor and client considerationPartner with Ameriprise and other internal or external resources to obtain information, resolve questions, and move client requests forward Workflow & Practice Operations Record clear notes, tasks, and next steps in the CRM and monitor deadlines to ensure every commitment receives timely follow-upManage advisor calendars, meeting logistics, client communications, and internal handoffs with strong judgment and attention to priorityTrack delegated tasks and follow up with team members to ensure work is completedMaintain organized systems for pending cases, follow-up items, client requests, and advisor prioritiesCreate and maintain repeatable checklists and workflows that improve consistency and efficiencyIdentify opportunities to improve processes and make it easier for advisors and team members to deliver a high standard of serviceProvide team coverage and assist with priority projects as the practice growsMaintain strict confidentiality and complete all work in accordance with firm policies, regulatory requirements, and supervisory procedures Practice Growth & Advisor Development Support recruiting activities for new Specialist Financial Advisors (AFAs), including reviewing resumes, identifying recruiting sources, and coordinating career-fair participationAssist with onboarding and training new team members by helping them locate appropriate annuity, insurance, structured-note, product, and practice resourcesHelp newer AFAs stay organized and consistent with client follow-up and workflow expectationsTrack activity and performance metrics for newer AFAs, including call volume, answer rates, and conversion to clientsReview information from initial AFA client calls and assist with preparation for subsequent meetingsHelp identify opportunities to improve client engagement, advisor productivity, follow-up, and overall practice efficiency What Will Make You Successful Exceptional follow-through You close loops, confirm completion, and do not allow important details to stallStrong organization You can manage competing priorities for multiple advisors while maintaining a reliable system for deadlines, tasks, and follow-upHigh attention to detail You understand that accuracy matters when working with client information, account paperwork, financial plans, presentations, and regulatory requirementsProactive ownership You anticipate needs, identify what needs to happen next, raise concerns early, and move work forward without waiting for repeated remindersPolished client presence You communicate with warmth, professionalism, discretion, and confidence and understand the importance of creating a consistently positive client experienceProblem-solving mindset You are comfortable researching an answer, identifying the appropriate resource, and taking the next step rather than simply passing an issue alongComposure and adaptability You remain organized, responsive, and solutions-oriented while managing a high volume of work and shifting prioritiesTeam mindset You communicate clearly, support shared priorities, and take pride in contributing to a high-performing teamCuriosity and willingness to learn You are interested in developing knowledge across financial planning, investments, insurance, and wealth management and becoming a trusted resource to advisors and clients Background Check Employment with Iron Birch Advisors is contingent upon successful completion of a background check and any applicable regulatory, licensing, or registration requirements. Equal Employment Opportunity Iron Birch Advisors provides equal employment opportunities to all applicants and employees and prohibits discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law. Requirements QualificationsThree or more years of client service, client associate, advisor support, or related experience in wealth management, brokerage, banking, insurance, or another financial-services environment preferredExperience supporting multiple advisors or relationship managers and managing a substantial volume of client requests strongly preferredExperience with financial planning, insurance, investment products, account servicing, or wealth-management operations is a plusAmeriprise experience is a plus; experience with another broker-dealer, custodian, or wealth-management platform is also valuableStrong working knowledge of CRM systems and Microsoft Outlook, Word, Excel, and PowerPoint, with the ability to learn financial-planning and reporting toolsStrong written and verbal communication skills and the ability to communicate professionally with clients, advisors, and business partnersAbility to handle confidential client information with discretion and professionalismFINRA registrations are preferred but not required at hire. Willingness to obtain registrations may be required depending on assigned responsibilitiesBachelor's degree or equivalent combination of education and relevant experience preferredAbility to work fully onsite in the New York City office Benefits Compensation & Benefits $85,000-$110,000 base salary, with the opportunity for discretionary incentive compensation based on experience, qualifications, and registrations Benefits include: Medical, dental, and vision insuranceGroup life and disability insurance401(k) plan with a 3% employer matchPaid vacation and sick timeMass-transit benefitsTraining and professional-development support