Client Services & Admin Coordinator

Threadneedle group; Milford (NH); On-site; USD 42,000 - 65,000; Full time

Job summary

Ameriprise Financial seeks a dynamic Client Service Specialist in Milford, NH. You will serve as the primary contact for clients, ensuring a positive experience through attentive service, accurate record-keeping, and smooth onboarding. This on-site role supports daily operations and client communications.

The ideal candidate has strong customer service skills, organizational abilities, and familiarity with CRM systems and Microsoft Office. Bachelor’s degree preferred; on-site hours 9:00–5:00.

Qualifications

• Associate's or Bachelor's degree preferred.
• Strong interpersonal and communication skills.
• Proficiency in Microsoft Office; CRM experience is a plus.

Responsibilities

• Greet clients and visitors in a professional manner.
• Coordinate appointments and maintain client records in CRM.
• Support onboarding, documentation, and daily office operations.

Skills

Customer service

Office administration

Communication skills

Attention to detail

Education

Associate's or Bachelor's degree preferred

Tools

CRM systems

Microsoft Office Suite

Job description

Ameriprise Financial seeks a dynamic Client Service Specialist in Milford, NH. You will serve as the primary contact for clients, ensuring a positive experience through attentive service, accurate record-keeping, and smooth onboarding. This on-site role supports daily operations and client communications.

The ideal candidate has strong customer service skills, organizational abilities, and familiarity with CRM systems and Microsoft Office. Bachelor’s degree preferred; on-site hours 9:00–5:00.