Client Service Associate: Financial Planning & Support
Job in
Midvale, Salt Lake County, Utah, 84047, USA
Listed on 2026-06-29
Listing for:
Ameriprise Financial
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Ameriprise Financial is looking for a Client Service Associate in Midvale, Utah. In this role, you will support advisors by preparing financial plans, conducting investment research, and ensuring efficient submission of new business paperwork. You’ll contribute to enhancing client experiences while receiving training and mentorship for career advancement.
The ideal candidate holds an associate degree and has 3-5 years of experience in a client service environment. Strong organizational and analytical skills are essential, along with the ability to manage multiple priorities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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