Dishawna Clark

Pursuing CFP® | Future Certified Financial Planner | Passionate About Budgeting, Wealth Building & Legacy Planning

Role: Client Service Specialist at Ameriprise Financial Services, LLC
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Dishawna Clark

Detail-oriented professional supporting a high-performing financial advisory team in…

Experience

Client Service Specialist
Ameriprise Financial Services, LLC
Sep 2025 — Present · Buckhead, GA, US
Supported financial advisors by managing office workflow and enhancing the client experience, preparing detailed materials for client meetings, and ensuring thorough follow-up.Processed all new account paperwork and business applications, obtaining signatures and tracking submissions to ensure accurate and timely completion.Executed client-directed trades, processed funds, and calculated systematic investment and distribution strategies.Resolved complex client service issues and acted as a primary point of contact for trade authorizations and account inquiries.Maintained meticulous client records and task tracking using Salesforce CRM.

Contact information

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Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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About Dishawna Clark

Experience

Client Service Specialist

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