More jobs:
Client Concierge & Operations Specialist
Job in
Florham Park, Morris County, New Jersey, 07932, USA
Listed on 2026-07-20
Listing for:
00001 Ameriprise Financial Inc
Full Time
position Listed on 2026-07-20
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Ameriprise Financial is seeking a detail‑oriented assistant to support a fast‑paced financial planning team within an Ameriprise Financial Franchise owner. The role focuses on client service, daily business functions, and delivering a remarkable client experience while helping the team operate smoothly.
You will prepare and track new business paperwork, greet clients, answer phones, schedule appointments, maintain the team calendar, and document activities in the CRM.
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