layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Service Specialist
Jambalaya Group
Dunedin, FL, US
Source: Jambalaya Group careers · View original posting
Employer job description
From Jambalaya Group's posting. “We” and “our” refer to the employer.
- Client Service Specialist
- Location: Dunedin, FL
- Employment Type: Full-Time | In-Office
About the Opportunity
Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking a highly organized, detail-oriented, and proactive Client Service Specialist to join our growing wealth management practice in Dunedin, Florida.
This is an important role within our team and is ideal for someone who understands the financial services industry, takes tremendous pride in getting the details right, and enjoys being the person others can rely on to make sure things get done correctly and efficiently.
What You'll Do
- Process client account and operational requests accurately and efficiently
- Handle money movements, trades, account transfers, new account paperwork, and other business processing activities
- Gather and review information needed to complete client requests and transactions
- Proactively identify missing information and communicate with clients regarding what is needed