Client Service Specialist – Manager

Ameriprise Financial Services, LLC

Client Service Specialist managing operations and supporting client relationships in a financial advisory firm. Collaborating with advisors to ensure a unique client experience.

Posted 7/14/2026full-timeJacksonville • Florida • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial office operations, client management, and event coordination, with a strong focus on compliance and licensing requirements in the financial services industry.

Highest-signal resume keywords

Financial Planning Office ManagementClient Account SetupEvent CoordinationSeries 7 LicenseSeries 66 License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client ManagementOffice Workflow ManagementFinancial PlanningAccount Setup AccuracyEvent Coordination

Soft Skills

CommunicationOrganizational SkillsInterpersonal Skills

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseState Life Insurance LicenseAccident Insurance LicenseHealth Insurance License

Industry Keywords

Financial ServicesSecuritiesClient Appreciation EventsSeminarsCompliance

About the role

Key responsibilities & impact

Conduct the smooth operation of a financial planning office
Assist financial advisor(s) in managing office workflow
Ensure accurate account set up and answer client questions
Coordinate client appreciation events and seminars

Requirements

What you’ll need

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Benefits

Comp & perks

Equal opportunity employer
Inclusive and accessible recruitment process