Client Service Specialist

Ameriprise Financial Services, LLC•Bedford, NH

1d•$45,000 - $55,000•Onsite

About The Position

Join our team and become part of a nationally ranked, award winning Private Wealth Practice of Ameriprise Financial, Inc. Backed by more than 45 years of industry experience, our financial advisors have been recognized by Forbes for Best in State honors, and Ameriprise Circle of Success award among others. We are dedicated team driven to provide our clients with exceptional service. We are seeking an organized, client focused, self-driven individual to support the daily operations of our financial advisory practice. This position offers excellent exposure to applicants that are new to the Financial Services Industry as well as values those applicants with previous experience. If you’re ready to make an impact, grow your career, and be a valued part of a high performing team, we encourage you to apply. This role is all about supporting our Financial Advisors alongside our office staff while assuring all clients receive a true white glove experience. Below is an example of what your day-to-day responsibilities may include: Be the first friendly voice clients see and hear — answering calls, responding to emails, and greeting clients in person. Manage and maintain multiple calendars via Salesforce CRM; set up client appointments and confirm appointments in a timely manner. Maintain client profiles, document interactions, execute proper follow up. Resolve client questions, complete transactions, money movements, and routine client account maintenance. Handle all incoming and outgoing US Mail and help keep us compliant with company standards. Help with general administrator tasks across the team. Support our marketing and client‑appreciation efforts — gifts, events, birthdays, etc. Keep the office stocked and running smoothly Stay on top of compliance requirements and uphold high professional standards. Deliver a ‘WOW’ experience! Who We Are Looking For You don’t need decades of experience — just the right mix of skills and attitude: An associate degree (or higher), or 1–2 years of relevant experience. Attention to detail and organization with a strong sense of accountability Confident, polished, and articulate with polite and clear communication skills A self -driven individual with a positive attitude. Someone who is personable and would enjoy building relationships with the families we serve. No licenses or special certifications required. What It’s Like to Work Here This is an in‑office role in a professional environment of a small business practice — similar to a financial or legal office. Most of the work is at a desk, on occasion requiring light lifting (up to 25 lbs). Daily attendance is a requirement as clients, and the team rely on your presence. Salary and hours: $45,000-$55,000 starting pay depending on education and experience Full-time (40 hours/week), in-person, in Bedford, NH Benefits: Hartford Life and Disability Delta Dental Davis Vision Section 125 FSA PTO Paid Holidays 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. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Requirements

An associate degree (or higher), or 1–2 years of relevant experience.
Attention to detail and organization with a strong sense of accountability
Confident, polished, and articulate with polite and clear communication skills
A self -driven individual with a positive attitude.
Someone who is personable and would enjoy building relationships with the families we serve.
No licenses or special certifications required.

Responsibilities

Be the first friendly voice clients see and hear — answering calls, responding to emails, and greeting clients in person.
Manage and maintain multiple calendars via Salesforce CRM; set up client appointments and confirm appointments in a timely manner.
Maintain client profiles, document interactions, execute proper follow up.
Resolve client questions, complete transactions, money movements, and routine client account maintenance.
Handle all incoming and outgoing US Mail and help keep us compliant with company standards.
Help with general administrator tasks across the team.
Support our marketing and client‑appreciation efforts — gifts, events, birthdays, etc.
Keep the office stocked and running smoothly
Stay on top of compliance requirements and uphold high professional standards.
Deliver a ‘WOW’ experience!