Position Title: Client Service Specialist
Step into an instrumental role as a Client Service Specialist with Carradice Wealth Advisors, a private wealth advisory practice of Ameriprise Financial.
The Client Service Specialist enhances the client experience by providing exceptional client service, supporting office functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. This role requires superior interpersonal and multi-tasking skill sets. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. We are looking for a financial professional capable of sophisticated client service to assist with a variety of functions.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the advisors.
Key traits of a successful Client Service Specialist:
Education and other designations:
More About Carradice Wealth Advisors:
We deliver wealth management services that disrupt our client's lives for the better.
We exist to provide Wealth Management advice to disrupt our clients lives for the better
We accomplish the mission by:
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Supplemental pay types:
Ability to commute/relocate:
Work Location: In person