Client Service & Financial Planning Associate (Hybrid)
ameriprise
Ameriprise Financial in Marlton, NJ is seeking a Registered Client Service Associate to support high-performing advisors with financial plans, portfolio materials, and client interactions. You will manage meetings, assist with trades and new business paperwork, and coordinate events to drive client relationships. The role requires a Bachelor's degree and 3–5 years in client service, with Series 7 and state registrations or the ability to obtain them within 150 days. #J-18808-Ljbffr ameriprise
Vacancy posted 2 days ago
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