Ameriprise Financial Services, LLC
Client Service Specialist
Ameriprise Financial Services, LLC, Bedford, New Hampshire, us, 03110
Client Service Specialist
– Ameriprise Financial Services, LLC 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 the Ameriprise Circle of Success award, among others. We are a dedicated, team‑driven organization committed to providing our clients with exceptional service. 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, and execute proper follow‑up. Resolve client questions and complete transactions, money movements, and routine client account maintenance. Handle all incoming and outgoing U.S. 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! Qualifications
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 personable who enjoys building relationships with the families we serve. No licenses or special certifications required. Work Environment
This is an in‑office role in a professional small‑business practice setting, similar to a financial or legal office. Most of the work is at a desk, occasionally requiring light lifting (up to 25 lbs). Daily attendance is a requirement as clients and the team rely on your presence. Salary & 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. 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.
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– Ameriprise Financial Services, LLC 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 the Ameriprise Circle of Success award, among others. We are a dedicated, team‑driven organization committed to providing our clients with exceptional service. 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, and execute proper follow‑up. Resolve client questions and complete transactions, money movements, and routine client account maintenance. Handle all incoming and outgoing U.S. 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! Qualifications
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 personable who enjoys building relationships with the families we serve. No licenses or special certifications required. Work Environment
This is an in‑office role in a professional small‑business practice setting, similar to a financial or legal office. Most of the work is at a desk, occasionally requiring light lifting (up to 25 lbs). Daily attendance is a requirement as clients and the team rely on your presence. Salary & 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. 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.
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