Threadneedle group
About the Role
Luminate, a private wealth advisory practice of Ameriprise Financial Services, is seeking a dynamic, detail‑oriented professional to serve as a Client Service Specialist in our Houston, TX office. We are proud to have been named to the Forbes Best-in-State Wealth Management Teams list 2023‑2025 and to have received the Best Places to Work award from the Houston Business Journal 2022‑2024. This role is ideal for someone who anticipates needs before they arise, communicates with precision and warmth, and consistently elevates the client experience.
Responsibilities
Deliver Exceptional Client Service: Serve as the primary point of contact for high‑value clients, ensuring every interaction is professional, personalized, and exceeds expectations.
Client Onboarding & Relationship Management: Facilitate seamless onboarding for new clients, including secure site setup, account registration, and personalized walkthroughs. Learn and maintain knowledge of client preferences, family relationships, and financial goals.
Calendar & Meeting Coordination: Manage advisor calendars, schedule client meetings proactively, and ensure meetings are prepared with tailored agendas and insights.
Financial Transactions & Money Movement: Handle complex money movements—including ACH transfers, RMDs, QCDs, DAFs, and brokerage transactions—ensuring accuracy, compliance, and timely execution while maintaining clear communication with clients.
Account Maintenance & Documentation: Oversee account updates, beneficiary changes, systematic payouts, and estate/divorce settlements. Ensure all documentation is complete, compliant, and properly recorded in CRM systems.
Service Meeting Preparation & Follow‑Up: Prepare customized meeting materials, anticipate client questions, and ensure all post‑meeting tasks are completed with precision and follow‑through.
Estate & Trust Coordination: Support clients through sensitive transitions such as estate settlements and trust onboarding, ensuring discretion, empathy, and thorough execution.
Client Communication & Correspondence: Respond to client inquiries promptly, professionally, and with well‑researched solutions; draft client‑facing communications and maintain consistent follow‑up.
Operational Excellence: Maintain meticulous records, track client activity in CRM, and ensure all service delivery reflects a white‑glove standard of care.
Salary Range $50,000 – $80,000 per year based on experience, plus bonus.
Benefits
Medical, dental, short‑term and long‑term disability, life insurance
401(k) retirement plan participation, profit sharing
Paid time off and sabbatical offered
Qualifications
3+ years of experience in a client service support environment; preferably in the financial services industry.
Licensing preferred: Series 7, Series 66, insurance (minimum SIE).
Excellent verbal and written communication skills; ability to adapt to internal and external audiences.
Excellent organization, computer and time‑management skills.
Management of multiple priorities and ability to work independently with minimal supervision.
Polite and clear phone etiquette.
Comfortable working in fast‑paced environments and adjusting to changing priorities with grace.
About Ameriprise Financial At Ameriprise Financial, we help clients achieve their financial goals while fostering an inclusive, collaborative culture that rewards the contributions of our talented employees. If you are motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
EEO Statement Ameriprise Financial is an equal‑opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.
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Responsibilities
Deliver Exceptional Client Service: Serve as the primary point of contact for high‑value clients, ensuring every interaction is professional, personalized, and exceeds expectations.
Client Onboarding & Relationship Management: Facilitate seamless onboarding for new clients, including secure site setup, account registration, and personalized walkthroughs. Learn and maintain knowledge of client preferences, family relationships, and financial goals.
Calendar & Meeting Coordination: Manage advisor calendars, schedule client meetings proactively, and ensure meetings are prepared with tailored agendas and insights.
Financial Transactions & Money Movement: Handle complex money movements—including ACH transfers, RMDs, QCDs, DAFs, and brokerage transactions—ensuring accuracy, compliance, and timely execution while maintaining clear communication with clients.
Account Maintenance & Documentation: Oversee account updates, beneficiary changes, systematic payouts, and estate/divorce settlements. Ensure all documentation is complete, compliant, and properly recorded in CRM systems.
Service Meeting Preparation & Follow‑Up: Prepare customized meeting materials, anticipate client questions, and ensure all post‑meeting tasks are completed with precision and follow‑through.
Estate & Trust Coordination: Support clients through sensitive transitions such as estate settlements and trust onboarding, ensuring discretion, empathy, and thorough execution.
Client Communication & Correspondence: Respond to client inquiries promptly, professionally, and with well‑researched solutions; draft client‑facing communications and maintain consistent follow‑up.
Operational Excellence: Maintain meticulous records, track client activity in CRM, and ensure all service delivery reflects a white‑glove standard of care.
Salary Range $50,000 – $80,000 per year based on experience, plus bonus.
Benefits
Medical, dental, short‑term and long‑term disability, life insurance
401(k) retirement plan participation, profit sharing
Paid time off and sabbatical offered
Qualifications
3+ years of experience in a client service support environment; preferably in the financial services industry.
Licensing preferred: Series 7, Series 66, insurance (minimum SIE).
Excellent verbal and written communication skills; ability to adapt to internal and external audiences.
Excellent organization, computer and time‑management skills.
Management of multiple priorities and ability to work independently with minimal supervision.
Polite and clear phone etiquette.
Comfortable working in fast‑paced environments and adjusting to changing priorities with grace.
About Ameriprise Financial At Ameriprise Financial, we help clients achieve their financial goals while fostering an inclusive, collaborative culture that rewards the contributions of our talented employees. If you are motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
EEO Statement Ameriprise Financial is an equal‑opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.
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