Client Service Specialist

Are you driven by purpose and eager to make an impact? Do you thrive in a fast-paced environment where you can build relationships, solve problems, and create seamless client experiences? If so, this role is for you!

Violetta Terpeluk, a Private Wealth Advisor with Ameriprise Financial, helps business owners and retirees live fulfilling lives and leave lasting legacies. She is looking to add a Client Service Specialist to her team. You'll play a key role in managing client relationships, ensuring operational efficiency, and delivering top-tier service.

We’re looking for a proactive, results-oriented professional who loves learning, takes initiative, and has a client-first mindset. If you excel at follow-through, thrive on variety, and enjoy taking care of others, this opportunity offers room for growth, including a path to leadership.

Responsibilities:

• Deliver exceptional service to existing and prospective clients
• Drive new client acquisition through marketing and outreach
• Proactively contact prospects to schedule appointments
• Implement marketing activities and events
• Answer incoming phone calls and manage inquiries
• Greet clients upon arrival and extend hospitality to clients
• Handle incoming and outgoing mail for the office
• Manage the practice calendar, including scheduling appointments and meetings
• Maintain office operations and identify improvements
• Support our entrepreneurial, results-focused culture

Key Traits:

• Growth mindset and opportunity to grow into operations and leadership role
• Passion for building relationships
• Action-oriented with drive to achieve goals
• Ability to coordinate and connect people and processes
• Strong communication, problem-solving and time management
• Commitment to continuous improvement
• Positive, can-do attitude
• Excellent verbal and written communication skills
• Proficient with computers, including MS Office Suite and CRM
• Open to using and receiving constructive feedback to enhance performance
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Ability to support and provide guidance for compliance within the advisor’s practice

Qualifications:

• College degree
• 2+ years of client service or related industry experience
• Able to obtain securities and insurance licenses
• Able to work in office

Compensation/Benefits:

• $26-$30 per hour; commensurate with experience
• Bonuses
• Medical, Dental, Vision
• Retirement Plan
• Paid Time Off