Client Service 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

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 DescriptionPosition SummaryWe are seeking a dynamic and detail-oriented Client Service Specialist to join our team! In this vital role, you will serve as the primary point of contact for clients, ensuring that they have a positive experience. Your strength in customer service, office administration, and advanced technical skills will help foster strong client relationships and streamline daily operations.Key ResponsibilitiesGreet 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.QualificationsAssociate's 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). Experience with CRM systems is a plus.Ability to handle confidential client information with professionalism and discretion.CompetenciesAttention to detail and accuracy.Professional demeanor and positive attitude.Strong problem-solving skills.Ability to prioritize multiple tasks in a fast-paced environment.Team-oriented with a willingness to support others.Classification: Full-Time, Non-ExemptFull-Time/Part-TimeFull timeAmeriprise 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.