At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Who We Are
Glades Wealth Partners is a tight knit team that believes serious financial work doesn't have to take itself too seriously. We're proud winners of the Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). But what really sets us apart is our culture.
We value Community, Integrity, Clarity, and Teamwork, and we infuse those values into everything we do; from client conversations to team celebrations.
If you love organization, appreciate a well-built workflow, enjoy working alongside smart, fun individuals… and you also love dogs… you may have just found your place.
What You'll Do (Day-to-Day)
Process and track client service requests through completion
Maintain CRM systems to support accurate, up-to-date client records
Coordinate client meeting preparation and follow-up
Serve as a point of contact for clients and assist with scheduling and communications
Support smooth, organized workflows across all client touchpoints
What Success Looks Like in This Role:
Within the first 6-12 months, a successful Client Service Specialist will:
Client Experience Excellence
Consistently deliver a polished, responsive, and high-touch experience that reinforces client trust and satisfaction
Build strong, professional relationships with clients and become a reliable, go-to point of contact
Ownership & Follow-Through
Fully own client service requests from start to finish, with minimal oversight, ensuring nothing falls through the cracks
Maintain clear, proactive communication with both clients and team members throughout each request
Operational Precision & CRM Discipline
Maintain highly accurate, up-to-date CRM records that support team efficiency and informed client interactions
Demonstrate exceptional attention to detail in all tasks, documentation, and follow-through
Meeting Execution & Preparedness
Ensure client meetings are consistently well-prepared, organized, and executed without last-minute issues
Deliver timely, thoughtful follow-up communications that reinforce clarity and next steps
Proactive Problem-Solving & Improvement
Anticipate needs and identify potential issues before they arise, proactively removing friction from workflows
Contribute ideas and improvements that enhance team efficiency and elevate the overall client experience
Team Contribution & Reliability
Be viewed by the team as dependable, responsive, and committed to shared success
Contribute to a positive, collaborative environment while upholding high standards of performance
What You Bring:
Strong organizational skills with a passion for process and efficiency
Clear, professional, and warm communication style
Ability to manage multiple priorities in a fast-paced environment
A naturally proactive mindset with strong ownership instincts
A love of CRMs, systems, and optimizing workflows
Initiative and consistent follow through on commitments
A team player who thrives in a collaborative environment
A perfect balance of professionalism with personality and positivity
Qualifications :
Required:
Bachelor's Degree
2+ years of professional experience
Strong organization and detail orientation
Communication skills
Preferred:
Financial services experience
Salesforce/CRM, Microsoft 365, Copilot, and Canva experience
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
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Learn More About Joining Ameriprise
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Learn More About Diversity and Inclusion at Ameriprise
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
Learn More About Ameriprise Advisor Support
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.