Financial Planning Client Services Associate
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Services, Financial Advisor / Consultant
Ameriprise Financial Services, LLC seeks a Registered Client Service Associate to support high-producing advisors by preparing portfolio materials for client meetings and building financial plans. You will manage client interactions to retain and deepen relationships in a client-focused, in-office setting.
The role emphasizes data entry, meeting coordination, and thorough follow-up, with opportunities to obtain securities licenses and expand responsibilities over time.
We would love to welcome a new Financial Planning Client Services Associate to our team in Old Saybrook, CT, United States.
The position is based in Old Saybrook, CT, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 52.000 - 76.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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