Client Service Specialist

Tampa, Florida | Full-Time Position SummaryJohnson and Associates, an Ameriprise Private Wealth Advisory Practice, is seeking a motivated Client Service Specialist who is excited to build a long-term career in financial services. This role is ideal for someone who enjoys providing exceptional client service, thrives in a fast-paced environment, and takes pride in keeping operations organized and running smoothly.As a key member of our team, you will support advisors and clients by managing day-to-day service requests, coordinating administrative processes, and helping deliver an outstanding client experience.Key ResponsibilitiesClient Service & Relationship SupportExecute client service requests and follow-up activitiesRespond to routine client inquiries and provide timely updatesAnswer inbound phone calls and direct inquiries to the appropriate team memberSchedule and coordinate client meetingsSupport the onboarding of new clientsAssist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognitionDeliver a professional, responsive, and positive client experienceTransaction Processing & New Business SupportProcess client transactions, including: Rollovers, transfers, contributions, distributionsProcess financial paperwork and documentation accurately while ensuring compliance requirements are metMonitor client requests and new business through completion while providing timely updatesFollow up with clients, insurance carriers, and the home office regarding outstanding transactionsMeeting Preparation & Follow-UpPrepare forms, paperwork, and meeting support materialsAssist with gathering and organizing information needed for client meetingsTrack and complete assigned post-meeting tasksSupport advisors by ensuring follow-up commitments are completed accurately and on timeCRM, Documentation & ComplianceMaintain accurate CRM records, including client notes, tasks, and demographic informationUpdate client information within CRM and financial planning systemsSave and organize client documents within approved storage systemsEnsure all documentation meets regulatory, compliance, and practice standardsAdministrative & Practice SupportManage incoming mail and client correspondence, ensuring timely distribution, accurate recordkeeping, and proper documentationEnsure office supplies remain adequately stockedTrack and record office expensesMonitor and execute scheduled social media postsWhy Join Johnson and Associates?Join a growing, relationship-focused wealth management practice. Clear career paths with opportunities for advancement. Ongoing mentoring and professional development. Support for licensing and continued education. Collaborative team environment where your ideas matter. Opportunities to participate in team development activities and community involvementEqual Opportunity EmployerJohnson and Associates is an equal opportunity employer and welcomes applicants from all backgrounds.A background check is required as part of the hiring process in accordance with applicable laws.To ensure a consistent hiring process, please do not contact the practice directly. All applicants and inquires should be submitted through our recruiting team.RequirementsQualificationsRequired Skills3+ years of work experience in financial services, banking, insurance, real estate, client service, or another related fieldStrong customer service skillsStrong organizational and time management skillsAbility to manage multiple priorities and deadlinesExcellent attention to detail and accuracyStrong written and verbal communication skillsProficiency with Microsoft Office and CRM softwareProfessional and client-focused demeanorAbility to work independently and as part of a teamPreferred QualificationsPrior experience with Ameriprise Financial systems, processes, and client service practices is preferredExperience processing financial transactions and client documentationFamiliarity with financial planning software and wealth management operationsExperience with Salesforce, MoneyGuide, or similar CRM and financial planning softwareBenefitsCompensation and Benefits Competitive hourly pay: $26.44-$29.81per hour ($55,000-$62,000 annualized based on a 40-hour workweek), depending on experience and qualifications. This is a full-time, non-exempt, hourly position. Opportunities for skill-based pay increases and discretionary bonuses are also availablePaid Time Off accrued annually Paid holidays SIMPLE IRA with employer contribution after one yearOpportunity for hybrid work after successful trainingSupport for professional development and licensing