Client Experience & Practice Operations Specialist

About the job

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
Who We Are
Glades Wealth Partners is an award-winning wealth management team recognized by Forbes Best-in-State Wealth Management Teams (2025-2026) and the Ameriprise Client Experience Award (2021-2025). We are guided by our values of Community, Integrity, Clarity, and Teamwork and believe serious financial work can still be enjoyable.
We take our work seriously, but not ourselves. Around here, exceptional client service, smart systems, and the occasional office-dog cameo all matter.
About the Role
We're looking for someone who appreciates strong processes, notices opportunities to make them even better, asks thoughtful questions, and helps turn good ideas into practical improvements.
Glades Wealth Partners is often selected for Ameriprise pilot programs and new technology initiatives. The right candidate will help evaluate new tools, drive adoption, and identify practical ways to make our team more efficient and effective.
We're looking for someone who doesn't just follow processes. We're looking for someone who improves them.
If you're naturally curious and frequently find yourself saying, "I know how we can improve this.” you'll fit right in!
What You'll Do
Own calendar management for the entire team, including scheduling and rescheduling meetings, coordinating preparation and follow-up, and maintaining optimized, efficient, and accurate calendars
Manage client service requests from start to finish
Maintain accurate CRM records and workflows
Serve as a key point of contact for client communications
Support the evaluation, rollout, and adoption of new technology tools and Ameriprise pilot programs
Spot process gaps, workflow misses, and inefficiencies—and help build practical solutions
Support team training and technology adoption efforts
What Success Looks Like
Clients receive an elevated experience, worthy of telling their friends about CRM records are accurate and up to date Identifies gaps, misses, and inefficiencies—and helps create practical solutions
Stays current on new technology releases, evaluates their usefulness for our practice, and helps integrate the right tools into our workflow
Processes and team calendars are accurate, organized, optimized, and efficient
Team members view you as reliable, proactive, and solutions-oriented
What You Bring
Bachelor's degree
2+ years of professional experience
Strong organizational, calendar management, and communication skills, with the ability to coordinate multiple schedules and priorities accurately
Brings a solution-oriented mindset and a sharp eye for details others may miss
A work-smarter-not-harder mindset, with a natural drive to simplify and improve how work gets done
Confidence learning new technology, evaluating how it fits the practice, and helping others adopt it
Comfortable asking thoughtful questions, identifying what may have been missed, and following through on solutions
Experience with CRM systems and Microsoft 365
Preferred
Financial services experience
Salesforce experience
Microsoft Copilot Premium or Claude experience
Process improvement or project coordination experience
Why Join Us?
Award-winning, client-focused team
Direct impact on how our business grows and evolves
Opportunities to work with emerging technology and innovation pilots
Training, mentorship, and professional development
Collaborative culture with high standards and a sense of humor
Quarterly team outings
Dog-friendly, animal-loving team culture
Benefits
Medical, dental, and vision insurance
SIMPLE IRA with employer contribution
Paid time off and paid holidays
Short- and long-term disability insurance
Continuing education and licensing support
On-site workout room and shower
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.