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Client Success Associate - Financial Advisory

Job in Overland Park, Johnson County, Kansas, 66213, USA
Listing for: Threadneedle group
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Success Associate - Financial Advisory Support

Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial advisory office. You will assist in daily operations, help set up client accounts, coordinate client meetings, and act as liaison between clients and the advisor.

The role emphasizes ethical standards, regulatory compliance, and delivering a distinctive client experience; candidate should be detail-oriented, organized, and able to multi-task in a collaborative environment.

We have an opening for a Client Success Associate
- Financial Advisory Support in Overland Park, KS, United States within Management & Operations, Sales.

This opportunity is for the Client Success Associate
- Financial Advisory Support role at Threadneedle group.

We are seeking a motivated Client Success Associate
- Financial Advisory Support to join Threadneedle group in Overland Park, KS, United States.

Consider building your career as a Client Success Associate
- Financial Advisory Support at Threadneedle group.

Position Requirements
10+ Years work experience
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