More jobs:
Client & Onboarding Specialist
Job in
Milford, Hillsborough County, New Hampshire, 03055, USA
Listed on 2026-09-01
Listing for:
Ameriprise Financial
Full Time
position Listed on 2026-09-01
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
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