Client Service Specialist

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Paid time off

Training & development

Are you passionate about helping people achieve financial confidence? Join Reliant Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, located at the Oakway Center in Eugene, OR. Our team is built on strong client relationships and a commitment to delivering expert financial planning. Were looking for a detail-oriented and client-focused professional to join our growing team.

Key Responsibilities :

• Deliver exceptional client service via phone, email, and in person
• Handle a fast-paced workflow of service tasks with accuracy and timeliness
• Respond to client questions and provide information, insight, and recommendations to increase efficiency and utilization of various tools
• Maintain client management system in Salesforce
• Process financial transactions and service requests
• Support advisors during client meetings

Qualifications & Skills :

• Securities licenses : SIE, Series 7, Series 66 (Preferred)
• Education : Bachelors (Required)
• Prior experience in the financial services preferred
• Strong attention to detail and interpersonal skills
• Proficiency with CRM systems (Salesforce preferred)
• Ability to learn and adapt in a fast-paced environment

What We Offer You :

• Competitive salary

Licensed Client Service Specialist : $65,000-$75,000 / year

• Non-Licensed Client Service Coordinator : $55,000-$65,000 / year
• Bonus Potential
• 401(k) Retirement Saving Plan with matching and profit sharing
• $400 monthly health care stipend
• Generous PTO : 3 weeks paid vacation + 9 Paid holidays
• Summer Fridays - reduced hours
• Professional development support

If you're ready to grow your career in a supportive and client-focused environment, wed love to hear from you. Apply today and become part of a team that values integrity, collaboration, and excellence. Check us out : https : / / www.ameripriseadvisors.com / team / reliant -wealth-advisors / financial-advice-team /

Job Type : Full-time

Work Location : In person

Requirements : Background Check