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Client & Operations Manager
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-17
Listing for:
Threadneedle group
Full Time
position Listed on 2026-07-17
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
Ameriprise Financial, in partnership with an independent advisor franchisee, seeks a dedicated Client Service Associate/Manager to help run a fast-paced financial planning office. You will support advisors, organize client workflows, and deliver a high-quality client experience with ethical practices.
Responsibilities include maintaining client records, scheduling meetings, coordinating events, and handling routine transaction requests while ensuring clear communication with clients and staff.
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