Hybrid Client Service Associate: Financial Planning
Threadneedle group
Ameriprise Financial in Scottsdale, AZ is seeking a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials, conducting investment research, and processing trades. You will help build financial plans and manage client interactions to strengthen relationships. The role requires a Bachelor's degree, 3-5 years of experience, and licenses (Series 7, S63/S66, S65). #J-18808-Ljbffr Threadneedle group
Vacancy posted 2 days ago
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