Client Service Specialist
Dunedinonsitemid$60K – $71K
Posted 1mo ago · via Workable
About this role
Client Service Specialist Location: Dunedin, FL Employment Type: Full-Time | In-Office About the Opportunity Heartfire, an Ameriprise Private Wealth Advisory Practice, is seeking a highly organized, detail-oriented, and proactive Client Service Specialist to join our growing wealth management practice in Dunedin, Florida. This is an important role within our team and is ideal for someone who understands the financial services industry, takes tremendous pride in getting the details right, and enjoys being the person others can rely on to make sure things get done correctly and efficiently.…
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
For this role: salesforce
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 Dunedin. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce
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