As a CSR at Redwood Wealth Advisors, you will be a core member of our client experience team. Your work ensures that every client interaction-whether routine or complex-feels seamless, thoughtful, and well managed.
Key responsibilities include:
Serve as a primary point of contact for client requests, inquiries, and service needs, delivering a warm, responsive, and solutions oriented experience.
Support money movement, account maintenance, and asset transfers with accuracy and adherence to firm controls and regulatory requirements.
Coordinate with advisors, custodians, and internal partners to ensure timely and complete execution of client transactions.
Research and resolve escalated issues, providing clear communication and proactive follow through.
Prepare client materials using Microsoft Office tools (Word, Excel, PowerPoint) and maintain organized documentation in our CRM and workflow systems.
Identify opportunities to enhance the client relationship, including additional planning needs or service improvements.
Contribute to a team based culture, balancing multiple priorities and deadlines with professionalism and calm.
What You Bring
We're looking for someone who is both client centric and detail driven-someone who enjoys being the operational backbone of a high performing advisory team.
You'll be a great fit if you have:
Experience in financial services, wealth management, banking, or a related client service role.
Strong organizational skills and the ability to manage multiple tasks under time pressure. Excellent communication skills-clear, warm, and professional.
Comfort working in a collaborative, advisor led environment.
Proficiency with Microsoft Office and CRM/workflow tools.
A commitment to accuracy, confidentiality, and fiduciary level care.
Why Redwood Wealth Advisors
At Redwood, we believe in building long term relationships, with our clients and with our team. You'll join a boutique practice where your work is visible, valued, and impactful.
Benefits
A supportive, growth oriented cultureCompetitive compensation and benefitsOpportunities for professional development and licensingA mission driven environment focused on helping families build, preserve, and enjoy their wealthFull-Time/Part-TimeFull timeWe 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.
Additional Information
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
Redwood Wealth Advisors is growing, and we're looking for a Client Service Representative (CSR) who is energized by delivering exceptional service, thrives in a collaborative environment, and takes pride in supporting clients with care, precision, and professionalism.
This role is ideal for someone who enjoys being the steady, trusted point of contact for advisors and clients-someone who can balance relationship management with operational excellence in a fast moving wealth management practice.
Ameriprise · Wilmington, DE