06/09/2026
Job Title: Client Service Specialist / Manager
Position Overview
Support the smooth operation of a fast-paced, client-focused financial planning office affiliated with an independent Ameriprise Financial advisor. This role plays a key part in delivering an exceptional client experience while assisting with daily operations, workflow management, and maintaining high standards of professionalism, ethics, and compliance.
Key Responsibilities
Client Service & Relationship Management
-Serve as a primary client contact, addressing inquiries within compliance guidelines
-Assist with account setup and act as liaison with the corporate office
-Maintain accurate CRM records and client notes
-Schedule appointments; prepare agendas and materials
-Conduct reminder and follow-up calls
-Process transactions as directed
-Draft administrative client correspondence
-Support and attend client meetings as needed
Administrative & Operational Support
-Prepare correspondence for advisor signature
-Maintain organized client records in compliance with retention policies
-Resolve account issues with corporate partners
-Support office workflow and daily operations
-Assist advisors and team members with administrative needs
Client Engagement & Business Development
-Contact clients and prospects to schedule meetings
-Handle inbound inquiries and route or schedule appropriately
-Coordinate client events, seminars, and appreciation activities
Practice Support & Improvement
-Track projects, including events and seminars
-Follow up on service-related items with corporate office
-Recommend tools (MOD, Go Social, advisor website) to improve efficiency
-Support process improvements to enhance client experience
Key Traits
-Strong attention to detail and organization
-Effective communication and professional phone skills
-Strong time management and multitasking ability
-Compliance-focused with ability to follow regulations
-Positive attitude with willingness to learn and grow
Education & Experience
College degree preferred
2+ years of relevant experience
Preferred (not required):
-Series 7, Series 66
-State life, accident & health insurance licenses
-Willingness to obtain licenses
Work Structure
-Part-time, in-office - Red Bank, NJ
-Responsibilities may evolve based on business needs
-Additional duties as assigned
Please send resumes to [email protected]
