Registered Client Service Associate
Threadneedle group
Ameriprise Financial in Monterey, CA is seeking a client-service oriented professional to support the Ameriprise Advisor Group. The role involves assisting advisors in servicing clients, preparing financial plans, conducting investment research, and processing trades and transactions. You will also coordinate meetings, manage new business paperwork, and support marketing events and administrative duties in a collaborative, in-office environment. #J-18808-Ljbffr
Vacancy posted 8 hours ago
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