Client Service Specialist

Client Service Specialist

Luminate, a private wealth advisory practice of Ameriprise Financial Services, is seeking a dynamic, detail-oriented professional to serve as a Client Service Specialist for our team in our Houston, TX office location. We are proud to have been named to the Forbes Best-in-State Wealth Management Teams list in 2023-2025, and to have received the Best Places to Work award by the Houston Business Journal in 2022-2024. We are seeking a professional who thrives in high-touch environments and is passionate about delivering exceptional, white glove service. This role is ideal for someone who anticipates needs before they arise, communicates with precision and warmth, and consistently elevates the client experience. As a key member of our team, you will be entrusted with responsibilities that require discretion, poise, and a proactive mindset. You'll be working with high-value clients ensuring every interaction reflects our commitment to excellence. The Client Service Specialist will serve as the main point of contact for high-value clients, while providing general and specialized support as required by advisors. The client experience and relationship model will be used as the metric for all execution and support. This person will assist in gathering and analyzing client data, work with clients to process requests and facilitate other support as needed for an exceptional service experience.

Responsibilities :

Deliver Exceptional Client Service : Serve as the primary point of contact for high-value clients, ensuring every interaction is professional, personalized, and exceeds expectations. Client Onboarding & Relationship Management : Facilitate seamless onboarding for new clients, including secure site setup, account registration, and personalized walkthroughs. Learn and maintain knowledge of client preferences, family relationships, and financial goals.

Calendar & Meeting Coordination : Manage advisor calendars, schedule client meetings proactively, and ensure meetings are prepared with tailored agendas and insights. Financial Transactions & Money Movement : Handle complex money movements including ACH transfers, RMDs, QCDs, DAFs, and brokerage transactions. Ensure accuracy, compliance, and timely execution while maintaining clear communication with clients.

Account Maintenance & Documentation : Oversee account updates, beneficiary changes, systematic payouts, and estate / divorce settlements. Ensure all documentation is complete, compliant, and properly recorded in CRM systems. Service Meeting Preparation & Follow-Up : Prepare customized meeting materials, anticipate client questions, and ensure all post-meeting tasks are completed with precision and follow-through. Estate & Trust Coordination : Support clients through sensitive transitions such as estate settlements and trust onboarding, ensuring discretion, empathy, and thorough execution. Client Communication & Correspondence : Respond to client inquiries promptly, professionally, and with well-researched solutions. Draft client-facing communications and maintain consistent follow-up. Operational Excellence : Maintain meticulous records, track client activity in CRM, and ensure all service delivery reflects a white glove standard of care.

Salary Range : $50,000-$80,000 / year based on applicable experience, plus bonus

Benefits : Medical insurance, dental insurance, short-term and long-term disability, life insurance, 401(k) retirement plan participation, profit sharing, paid time off and sabbatical offered

Qualifications : 3+ years of experience in a client service support environment; preferably in the financial services industry Licensing preferred - Series 7, Series 66, Insurance (minimum SIE) Excellent verbal and written communication skills, ability to adapt to external and internal audiences Excellent organization, computer and time management skills Management of multiple priorities and ability to work independently with minimal supervision Polite and clear phone etiquette Comfortable working in fast-paced environments and adjusting to changing priorities with grace

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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.