# Client Service Specialist

**Company:** [Jambalaya Group](http://jobs.workable.com/companies/u2aCc74X936VMFeq9WZDER.md)
**Location:** Greater Northdale, United States
**Workplace:** on site

[Apply for this job](http://jobs.workable.com/view/0f8407a7-762d-4ccc-bf13-a99fbea78ace)

## Description

**Client Service Specialist**

**Tampa, Florida | Full-Time**

**Position Summary**

Johnson 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 Responsibilities**

**Client Service & Relationship Support**

-   Execute client service requests and follow-up activities.
-   Respond to routine client inquiries and provide timely updates.
-   Answer inbound phone calls and direct inquiries to the appropriate team member.
-   Schedule and coordinate client meetings.
-   Support the onboarding of new clients.
-   Assist with client engagement activities, including holiday cards, birthday cards, client appreciation gifts, and milestone recognition.
-   Deliver a professional, responsive, and positive client experience.

**Transaction Processing & New Business Support**

-   Process client transactions, including: Rollovers, transfers, contributions, distributions
-   Process financial paperwork and documentation accurately while ensuring compliance requirements are met.
-   Monitor client requests and new business through completion while providing timely updates.
-   Follow up with clients, insurance carriers, and the home office regarding outstanding transactions.

**Meeting Preparation & Follow-Up**

-   Prepare forms, paperwork, and meeting support materials.
-   Assist with gathering and organizing information needed for client meetings.
-   Track and complete assigned post-meeting tasks.
-   Support advisors by ensuring follow-up commitments are completed accurately and on time.

**CRM, Documentation & Compliance**

-   Maintain accurate CRM records, including client notes, tasks, and demographic information.
-   Update client information within CRM and financial planning systems.
-   Save and organize client documents within approved storage systems.
-   Ensure all documentation meets regulatory, compliance, and practice standards.

**Administrative & Practice Support**

-   Manage incoming mail and client correspondence, ensuring timely distribution, accurate recordkeeping, and proper documentation.
-   Ensure office supplies remain adequately stocked.
-   Track and record office expenses.
-   Monitor and execute scheduled social media posts.

**Why 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 involvement.

**Equal Opportunity Employer**

Johnson 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.**

## Requirements

**Qualifications**

**Required Skills**

-   3+ years of work experience in financial services, banking, insurance, real estate,  client service, or another related field.
-   Strong customer service skills.

-   Strong organizational and time management skills.
-   Ability to manage multiple priorities and deadlines.
-   Excellent attention to detail and accuracy.
-   Strong written and verbal communication skills.
-   Proficiency with Microsoft Office and CRM software.
-   Professional and client-focused demeanor.
-   Ability to work independently and as part of a team.

**Preferred Qualifications**

-   Prior experience with Ameriprise Financial systems, processes, and client service practices is preferred.
-   Experience processing financial transactions and client documentation.
-   Familiarity with financial planning software and wealth management operations.
-   Experience with Salesforce, MoneyGuide, or similar CRM and financial planning software.

## Benefits

**Compensation 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 available.

-   Paid Time Off accrued annually
-   Paid holidays
-   SIMPLE IRA with employer contribution after one year.
-   Opportunity for hybrid work after successful training
-   Support for professional development and licensing