Wealth Planning: Client Service Associate
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Ameriprise Financial is seeking a Client Service Associate for its Bethesda location. The role involves providing key relationship support to deepen existing client relationships and ensure exceptional service. Responsibilities include managing communications, preparing client summaries, and coordinating marketing efforts.
The ideal candidate will possess strong organizational and communication skills, with a background in financial services preferred. This is a full-time position offering a competitive salary range from $54k to $68k annually.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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