Client Service Specialist

Ameriprise•Bedford, NH

2d•$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:

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!