Client Service Specialist

Philadelphiaonsitemid$60K – $75K

Posted 2w ago · via Workable

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About this role

Client Service Specialist Neill Wealth Partners | Philadelphia, PA | Full-Time | In Office About Neill Wealth Partners Neill Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Philadelphia, Pennsylvania. Led by a CFP® professional with more than 20 years of experience, the practice provides personalized financial planning and wealth management services while building strong, long-term relationships with its clients. We are seeking a Client Service Specialist to join our team and play an important role in delivering an exceptional client experience. This is an opportunity to work closely with an experienced advisor in an established, relationship-driven practice where your contributions will be visible and meaningful.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

For this role: outreach

Level fit

This role is mid-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Philadelphia. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

outreach

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