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Wealth Planning Client Concierge

$54k - $68k

00001 Ameriprise Financial Inc

00001 Ameriprise Financial Inc is hiring a Client Service Associate for Forward Together Wealth Planning in Bethesda. This role involves engaging with clients to set up meetings, prepare important documents, and support various marketing efforts. The ideal candidate should have over 3 years of experience, particularly in the financial services industry, along with strong attention to detail and organizational abilities. A full-time role with competitive compensation between $54,000 and $68,000 per year is offered. #J-18808-Ljbffr 00001 Ameriprise Financial Inc

Vacancy posted 3 days ago
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