Financial Planning & Client Services Associate
Threadneedle group
Threadneedle Group in Town of Florida seeks a Registered Client Service Associate to support high-producing advisors by preparing client portfolio materials. Candidates should have 3 to 5 years of relevant experience, a Bachelor's degree, and strong analytical skills. In this role, you will assist in servicing clients, prepare meeting agendas, and handle new business paperwork. This is a full-time position in the Business Support & Operations group at Ameriprise Financial, a company committed to a diverse and inclusive workplace. #J-18808-Ljbffr
Vacancy posted 3 hours ago
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