Client Service Specialist
New Yorkonsitemid$85K – $110K
Posted 1mo ago · via Workable
About this role
Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive financial planning and a highly personalized client experience. Our New York City team is growing, and we are looking for an experienced Client Service Specialist who can provide high-level support to our advisors while helping deliver an exceptional experience for our clients. This is an opportunity to become an integral part of a collaborative wealth management team.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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