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Financial Planning Client Services Associate
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-21
Listing for:
Threadneedle group
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Ameriprise Financial in Monterey, CA is seeking a client-service oriented professional to support the Ameriprise Advisor Group. The role involves assisting advisors in servicing clients, preparing financial plans, conducting investment research, and processing trades and transactions.
You will also coordinate meetings, manage new business paperwork, and support marketing events and administrative duties in a collaborative, in-office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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