Financial Planning Client Services Specialist
Threadneedle group
Ameriprise Financial in Boca Raton, FL seeks a Registered Client Service Associate to support top-producing advisors by preparing portfolio materials, building financial plans, and coordinating client meetings. The role requires 3–5 years of client service experience, a Bachelor’s degree or equivalent, and licenses such as Series 7 and state registrations; in-office collaboration is expected with four days in the office and one day work from home per week. #J-18808-Ljbffr Threadneedle group
Vacancy posted 4 days ago
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