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Client Service RepresentativeAmeriprise Financial • Wilmington, North Carolina, United States
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Client Service Representative

Ameriprise Financial
  • US
    Wilmington, North Carolina, United States
  • US
    Wilmington, North Carolina, United States
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À propos

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.
Job Description
Redwood Wealth Advisors is growing, and we're looking for a Client Service Representative (CSR) who is energized by delivering exceptional service, thrives in a collaborative environment, and takes pride in supporting clients with care, precision, and professionalism.
This role is ideal for someone who enjoys being the steady, trusted point of contact for advisors and clients-someone who can balance relationship management with operational excellence in a fast moving wealth management practice.
What You'll Do
As a CSR at Redwood Wealth Advisors, you will be a core member of our client experience team. Your work ensures that every client interaction-whether routine or complex-feels seamless, thoughtful, and well managed.
Key responsibilities include:
* Serve as a primary point of contact for client requests, inquiries, and service needs, delivering a warm, responsive, and solutions oriented experience.
* Support money movement,
  • Wilmington, North Carolina, United States

Compétences linguistiques

  • English
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