Client Service Representative

Ameriprise Financial is seeking a Client Service Representative to provide exceptional service to clients and support advisors in a collaborative environment. The role requires strong organizational skills, excellent communication skills, and a commitment to accuracy and confidentiality. Redwood Wealth Advisors is a boutique practice that values long-term relationships and offers a supportive culture, competitive compensation, and opportunities for professional development.

Requirements

• Experience in financial services, wealth management, banking, or a related client service role
• Strong organizational skills
• Excellent communication skills
• Proficiency with Microsoft Office and CRM/workflow tools
• A commitment to accuracy, confidentiality, and fiduciary level care

Benefits

• Supportive, growth-oriented culture
• Competitive compensation and benefits
• Opportunities for professional development and licensing