Client Experience Specialist: Onboarding & CRM

Ameriprise Financial Services, LLC; Milford (NH); On-site; USD 42,000 - 65,000; Full time

Job summary

Ameriprise Financial is seeking a dynamic Client Service Specialist to join our team in Milford, NH. You will be the primary point of contact for clients, ensuring they have a positive experience and building strong relationships.

This role combines client service, office administration, and technical tasks, including CRM use, document preparation, and coordinating meetings. You will uphold privacy and compliance while supporting daily operations.

Qualifications

• Associate or Bachelor’s degree preferred.
• Strong interpersonal and communication skills.
• Excellent organizational and time-management abilities.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams). CRM experience a plus.
• Ability to handle confidential client information with professionalism and discretion.

Responsibilities

• Greet clients and visitors professionally.
• Maintain regular communication with clients about appointments and updates.
• Support client onboarding and account maintenance processes.
• Prepare client meeting materials.
• Maintain accurate client records in CRM systems.

Skills

Interpersonal skills

Communication

Organizational skills

Time management

Discretion with confidential info

Education

Associate or Bachelor’s degree

Tools

Microsoft Office

CRM systems

Job description

Ameriprise Financial is seeking a dynamic Client Service Specialist to join our team in Milford, NH. You will be the primary point of contact for clients, ensuring they have a positive experience and building strong relationships.

This role combines client service, office administration, and technical tasks, including CRM use, document preparation, and coordinating meetings. You will uphold privacy and compliance while supporting daily operations.