Client Service Specialist

Alfred Ruiz, a Private Wealth Advisor with Ameriprise Financial is looking for a Client Service Specialist to join his well-established and growing team. We’re passionate about helping clients feel confident about their financial future through personalized planning and investment advice.

What You’ll Do:

• Deliver exceptional concierge-level service to clients, in person and over the phone.
• Manage the team calendar and coordinate client scheduling.
• Prepare for client meetings and handle follow-up tasks.
• Process paperwork, assist with new business onboarding, and ensure smooth office operations.
• Provide administrative support to help the team meet deadlines and goals.

What You’ll Need:

• Associate degree or higher with 2+ years in administration, banking, mortgage, or financial services.
• Strong client-focused attitude, attention to detail, and desire to create “wow” client experiences.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, and Outlook) and excellent communication skills.
• Adaptability, teamwork, and the drive to grow within a dynamic practice.

Why Join Us?

• Hourly pay: $22-26 (based on experience).
• Benefits include PTO, a medical stipend, and a retirement plan.
• Be part of a small business where client care, humility, and growth are key values.

How to Apply:

If you’re a proactive, organized, and client-focused professional looking to grow with a dedicated team, apply today by submitting your cover letter, resume, and any supporting materials.

We look forward to hearing from you!