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
The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.
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 xzgxqkn 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.
Worksite address
mount pleasant, SC, 29466, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.