About this opportunity
Ameriprise Financial Services, LLC lists this Customer Service Specialist opportunity in mount pleasant, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Client Service Specialist - Wealth Management
Young & Associates Ameriprise Financial Mt. Pleasant, SC Full-Time | In-Office
About the Opportunity
Young & Associates Ameriprise Financial is seeking a Client Service Specialist to join our growing wealth management practice in Mt. Pleasant, SC.
This 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.
The ideal candidate is detail-oriented, accountable, and driven to continuously improve processes while supporting advisors and clients alike.
What You'll Do: Client Service & Relationship Management
* Serve as a primary point of contact for client requests via phone, email, and text
* Deliver a high-touch, professional client experience
* Assist with account servicing and administrative requests
* Coordinate client onboarding and account setup
* Maintain accurate client records and documentation
* Work with corporate home office partners to resolve service issues
Meeting Preparation & Follow-Up
* Prepare client review meeting materials
* Organize account and client information before meetings
* Develop reports, presentations, and supporting documents
* Track follow-up activities and client action items
* Ensure all requests are completed accurately and on time
Operations & Practice Management
* Utilize Salesforce CRM and other technology tools to manage workflows
* Support advisors in preparing for client meetings
* Coordinate operational and administrative processes
* Assist with compliance and documentation requirements
* Identify opportunities to improve efficiency and enhance the client experience
Required Qualifications
* 2+ years of client service, administrative, operations, or relationship management experience
* Strong organizational skills and attention to detail
* Excellent verbal and written communication skills
* Professional phone and interpersonal skills
* Ability to prioritize multiple responsibilities
* Strong problem-solving and follow-through skills
* High level of professionalism and confidentiality
* Proficiency with Microsoft 365
Preferred Qualifications
* Experience in wealth management, financial services, banking, insurance, or professional services
* Experience using Salesforce CRM, Redtail, Wealthbox, or similar systems
* Bachelor's degree or equivalent professional experience
Technology Skills: (Experience or willingness to learn)
* Salesforce CRM
* Microsoft 365
* Microsoft Copilot
* Digital workflow tools
* AI-powered productivity solutions
Why Join Young & Associates?
* Collaborative and positive team culture
* Opportunity for professional growth
* Meaningful client relationships
* Technology-forward environment
* Direct interaction with advisors and clients
* Ability to make a significant impact on a growing practice
* Competitive compensation
This is a full-time, 100% in-office position located in Mt. Pleasant, SC.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.