Client Experience & Onboarding Specialist

Ameriprise Financial; Milford (NH); On-site; USD 40,000 - 50,000; Full time

Job summary

Ameriprise Financial is seeking a dynamic Client Service Specialist to be the primary contact for clients, delivering friendly service and meticulous office administration.

You will support onboarding, maintain client records in CRM, prepare meeting materials, and coordinate communications while safeguarding confidentiality.

The role emphasizes attention to detail, professional demeanor, time management, and teamwork within a supportive, inclusive environment.

Qualifications

• Attention to detail and accuracy.
• Professional demeanor and positive attitude.
• Strong problem-solving skills.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Experience with CRM systems is a plus.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams).

Responsibilities

• Greet clients and visitors in a professional and friendly manner.
• Maintain regular communication with clients regarding appointments, documentation, and service updates.
• Support client onboarding and account maintenance processes.
• Prepare client meeting materials.
• Maintain accurate client records within CRM systems.
• Process incoming and outgoing mail, email, and phone communications.
• Assist with document collection, organization, and secure storage.
• Support compliance and record-keeping requirements.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management

Discretion

Problem solving

Teamwork

CRM knowledge

Microsoft Office

Education

Associate's or Bachelor's degree preferred

Tools

Microsoft Office Suite

CRM systems

Job description

Ameriprise Financial is seeking a dynamic Client Service Specialist to be the primary contact for clients, delivering friendly service and meticulous office administration.

You will support onboarding, maintain client records in CRM, prepare meeting materials, and coordinate communications while safeguarding confidentiality.

The role emphasizes attention to detail, professional demeanor, time management, and teamwork within a supportive, inclusive environment.