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Client Services Associate: Financial Planning & Trade Support

Job in Georgetown, Williamson County, Texas, 78628, USA
Listing for: Ameriprise Financial Services, LLC
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below

Ameriprise Financial Services, LLC in Georgetown, Texas, is seeking a Registered Client Service Associate to assist advisors in servicing clients. This role involves preparing financial plans, conducting investment research, and managing transactions. The candidate will need a Bachelor's degree and 3-5 years of relevant client service experience.

The position focuses on multitasking, strong organizational skills, and communication at all levels. This inclusive employer offers opportunities for professional development through acquiring necessary licenses and registrations.

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Position Requirements
10+ Years work experience
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